Knowledge Center

What does financial literacy really mean, and why does it matter more than ever?

In the debut episode of Watch Your Assets, financial analysts Jordan and Steph dive deep into the recent Federal Reserve interest rate cuts and explore the potential impacts of the 2024 U.S. Presidential Election on the stock market, investments, and the overall economy. Get actionable insights on how these key economic factors might shape your financial future.

Long-term care planning isn’t just about health, it’s about protecting your assets.

In this episode, Steph is joined by Geno Lodovico of Lodovico & Associates to break down key tax tips and important changes you need to know heading into this year’s tax season.

Our CEO, Nick Subich, joins us to talk about his journey as an entrepreneur and how he built YTS into what it is today.

In Episode 19 of Watch Your Assets, Stephanie Bracken sits down with Nick Frazetta, COO of YTS Wealth Management. Nick shares how he got his start at YTS, the leadership strategies he’s using to elevate the firm, and how artificial intelligence is shaping the future of wealth management.

In Episode 18 of Watch Your Assets, Steph Bracken breaks down what young investors (18–35 years old) should focus on when first entering the investment world. From getting started with confidence to smart tips for building long-term wealth, this episode is packed with actionable advice for anyone ready to get ahead financially.

In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you. Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consideR, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.

In this episode, Stephanie dives into some of the most commonly asked questions in the world of finance, giving you the clarity you need to make smarter moves.