Money on Tap

Money on Tap Welcome to “Money On Tap”, your personal finance headquarters where we bring out the professionals, experience, and some fun in what we call 3D Investing.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Securities and Investment Advisory services offered through SagePoint Financial Services, Inc. Memb

er FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Brayshaw Financial Group, LLC. are independent of SagePoint Financial.

10/27/2025

Learn the language of life insurance.

Ever wonder about those free credit scores you get once a year?
10/24/2025

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
10/22/2025

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Do you have a will? Is it updated?
10/20/2025

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

How can you strategize predictable income? Find out on tomorrows new episode of MONEY ON TAP Available through the link ...
10/17/2025

How can you strategize predictable income?
Find out on tomorrows new episode of

MONEY ON TAP

Available through the link in bio and on all streaming platforms.

10/17/2025

Preparation can sometimes be all you need to make the impossible, possible.

Stay ahead this year with this handy Personal Finance Calendar.
10/15/2025

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Saving for college doesn’t have to be as complicated as college itself.
10/13/2025

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

There’s no shortage of investment analysis for anyone interested. What’s important to understand?
10/10/2025

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Thinking of volunteering in retirement? Some considerations.
10/08/2025

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporat...
10/07/2025

U.S. markets surged in Q3, with the S&P 500 up nearly 8% and the Nasdaq leading with double-digit gains. Strong corporate results, resilient consumer spending, and a long-anticipated Fed rate cut all fueled momentum. Globally, the MSCI EAFE Index rose over 4%, with China, Korea, and Japan posting standout performances. European markets were mostly positive, though Germany lagged.

Stocks powered ahead in the third quarter as solid economic data, strong corporate results, and a positive shift in Fed policy drove market momentum.

Even if you’re young and single, you should still consider protecting yourself with insurance.
10/06/2025

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

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