October reminded us that markets don’t need calm seas to make progress. Despite headlines about a...
October Market Commentary Staying Grounded When Headlines Shout
October Market Commentary Staying Grounded When Headlines Shout
Markets climbed in August amid earnings strength and low volatility, despite economic uncertainties and interest rate concerns.
November 4, 2025
2
min read
Déjà Vu All Over Again
Déjà Vu All Over Again
Learn from past market booms. Diversify investments and avoid the pitfalls of chasing today's AI-driven gains to secure long-term financial stability.
November 3, 2025
2
min read
Retirement Planning in a World That Doesn’t Get Cheaper
Retirement Planning in a World That Doesn’t Get Cheaper
Tips to ensure your retirement savings keep pace with rising costs, focusing on balancing income, growth, and flexibility to protect your purchasing power.
October 29, 2025
3
min read
Enough Is a Moving Target
Enough Is a Moving Target
Discover how to redefine what is enough to achieve true financial peace and freedom, moving beyond mere accumulation to a life of meaningful fulfillment.
October 28, 2025
3
min read
How I Think About Beating the IRS Without Breaking the Rules
How I Think About Beating the IRS Without Breaking the Rules
Learn how to use tax rules to your advantage and maximize your retirement savings without breaking the law. Discover smart strategies for effective tax planning.
October 22, 2025
3
min read
Nobody Knows (and That’s Okay)
Nobody Knows (and That’s Okay)
Embrace uncertainty and change by being curious, informed, and intentional. Discover how to navigate a rapidly evolving world with resilience and optimism.
October 21, 2025
4
min read
When Precision Becomes the Problem
When Precision Becomes the Problem
Learn why flexibility, not precision, is key to successful retirement planning, ensuring your financial plan can adapt to life's unexpected changes.
October 14, 2025
3
min read
Cryptocurrency: What It Is, Why It Matters, and Does It Belong in Your Portfolio
Cryptocurrency: What It Is, Why It Matters, and Does It Belong in Your Portfolio
Dive into the world of cryptocurrency, understand its technology, impact, and whether it should be part of your investment strategy.
October 9, 2025
3
min read
The Great Wealth Transfer: Why It Matters to You and Your Family
The Great Wealth Transfer: Why It Matters to You and Your Family
Explore the significance of the Great Wealth Transfer and learn proactive steps to manage and preserve your family's financial legacy effectively.
October 7, 2025
2
min read
The Quiet Power of Innovation: Why You Don’t Have to Chase the “Hot” Stock to Benefit
The Quiet Power of Innovation: Why You Don’t Have to Chase the “Hot” Stock to Benefit
Investing in diversified portfolios captures the broad benefits of innovation, like AI, without the risks of chasing the next big thing.
September 30, 2025
2
min read
Posts by Dennis Coon:
Let’s rewind to the late 1990s. The internet was transforming everything, and tech stocks were the...
If you’re retired, or planning to be soon, you probably share one big goal: making sure your money...
We spend much of our lives chasing “enough.” Enough income, enough savings, enough to finally stop...
When most people talk about “beating the IRS,” they imagine loopholes, secret tricks, or someone...
It feels like everyone has an opinion these days. Opinions about the markets, the economy,...
We live in a world that rewards precision. Carpenters measure twice and cut once. Pilots follow...
It seems like everyone’s talking about cryptocurrency these days. It’s been called the future of...
You’ve probably heard the phrase “The Great Wealth Transfer.” It’s not just another buzzword. It’s...
When Henry Ford introduced the assembly line, most of the attention was on his cars. But the real...