Turn on the TV or open your phone and you’ll be told the market is crashing, inflation is...
Why I Don’t Chase Market Headlines
Why I Don’t Chase Market Headlines
Don't let market headlines dictate your investment strategy. Discover why patience and a big-picture approach are key to long-term financial success.
September 22, 2025
2
min read
Retirement Health Care Costs: What You Can Control (and How)
Retirement Health Care Costs: What You Can Control (and How)
Learn how to manage retirement health care costs effectively through timely enrollment, smart insurance choices, tax planning, and preventive care.
September 17, 2025
3
min read
The Retirement “Experience Gap”: Why Having Money Isn’t the Same as Enjoying It
The Retirement “Experience Gap”: Why Having Money Isn’t the Same as Enjoying It
Discover why having a retirement nest egg isn't enough and learn how to truly enjoy your wealth with intentional planning and spending strategies.
September 16, 2025
2
min read
Financial Preparedness: An Overlooked Piece of the Puzzle
Financial Preparedness: An Overlooked Piece of the Puzzle
Learn practical steps for financial preparedness to protect your money and peace of mind during unexpected events.
September 10, 2025
2
min read
Why Are Markets Near All-Time Highs If the Economy Is Slowing?
Why Are Markets Near All-Time Highs If the Economy Is Slowing?
Discover why markets can hit new highs despite a slowing economy, and how strong corporate earnings and potential rate cuts play a crucial role.
September 8, 2025
1
min read
AI Is Already in Your Portfolio
AI Is Already in Your Portfolio
AI is transforming diverse sectors. If you have a diversified portfolio, you’re likely already invested in AI's growth without needing specialized funds.
September 4, 2025
2
min read
August Market Commentary – Staying Balanced in Uncertain Times
August Market Commentary – Staying Balanced in Uncertain Times
Markets climbed in August amid earnings strength and low volatility, despite economic uncertainties and interest rate concerns.
September 3, 2025
2
min read
The Overlooked Window for Smarter Tax Planning
The Overlooked Window for Smarter Tax Planning
Take control of your tax planning with strategic moves like Roth conversions, RMD management, charitable giving to maximize your retirement savings.
August 27, 2025
2
min read
Waiting Until It’s Urgent
Waiting Until It’s Urgent
Avoid financial stress by focusing on proactive planning. Learn how Covey’s Quadrant II can help you make better decisions for a secure retirement.
August 26, 2025
3
min read
Understanding Fiduciary Duty: What It Means for You
Understanding Fiduciary Duty: What It Means for You
Understand the importance of fiduciary duty and learn how to identify advisors who prioritize your best interests with ongoing guidance and transparency.
August 20, 2025
2
min read
When people think about retirement expenses, travel and leisure usually come to mind. But the...
Most people spend decades carefully building their retirement nest egg. They save diligently, live...
September is National Preparedness Month—a reminder to think about how ready we are for life’s...
It’s a fair question: how can the stock market keep climbing when we’re seeing headlines about a...
You can’t turn on the news these days without hearing about artificial intelligence. Whether it’s...
The stock market continued to climb in August, reaching new highs, and bonds also chipped in with...
Most people don’t think about taxes until spring, when the filing deadline is around the corner....
I first came across Stephen Covey’s 7 Habits of Highly Effective People early in my career, back...
“Fiduciary” should mean something — and it does. It reflects the highest standard of care and...