September is National Preparedness Month—a reminder to think about how ready we are for life’s...
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
Will Your Money Last as Long as You Do?
Will Your Money Last as Long as You Do?
Planning for longevity in retirement is crucial. Balance spending, investments, and Social Security to ensure your money lasts as long as you do.
August 19, 2025
2
min read
The Real Retirement Number: Yours
The Real Retirement Number: Yours
Retirement planning should be personalized, not based on national averages. Tailor your retirement plan to fit your unique lifestyle and location.
August 13, 2025
2
min read
Private Equity in Your Retirement Plan? Who Really Wins
Private Equity in Your Retirement Plan? Who Really Wins
Discover the risks and implications of including private equity in retirement accounts and why it might benefit Wall Street more than you.
August 12, 2025
3
min read
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...
When I tell clients we plan as though they’ll live into their 90s, the reaction is almost always...
Every so often, a headline will declare that you “need” a certain amount to retire comfortably — $1...
Wall Street has a long history of creating and promoting investment products that sound promising...