Blog
Publications, Insights, & News
Q1 Market Recap
Whenever we look at history — and the first quarter is now exactly that — the temptation is always to simply recount what happened and leave it at that. It’s why many people could tell you “Magna Carta was signed in 1215” or “Columbus...
Read MoreThe Iran Conflict
On February 28, the United States and Israel launched joint airstrikes on Iran. As part of this operation, Iran’s supreme leader, Ali Khamenei, was killed. As you can imagine, this has caused an upsurge in volatility for both the oil...
Read More100th Anniversary of Route 66
A New Year always feels like the start of an epic road trip. And like the best road trips, while we often start with specific destinations — or goals — in mind, the most memorable moments are often the ones that take us completely by...
Read MoreWhat if we are in an AI bubble?
What if we are in an AI bubble? The “b” word is not one most investors like to talk about, but what began as a whisper has become louder and more prominent in recent weeks. While stocks are up for the year, the word is starting to...
Read MoreHealth Insurance Premiums 2026
There’s a theory in quantum mechanics that whenever an event occurs that can have multiple outcomes — like the roll of a die — the universe splits into different realities, one for each outcome. This is called the “Many-Worlds...
Read MoreShow All
Spending Strategies in Retirement
No matter how much you’ve saved, no matter how well your investments have done, it can be surprisingly scary to realize you will need to start living off your savings in retirement...
Read MoreA Little Vanilla
This letter is a little vanilla. No, I don’t mean it’s boring...
Read MoreA Decision Not Made Is Still A Decision
A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is...
Read MoreBreaking Down the Big Beautiful Bill
On July 4th, President Trump signed the “One Big Beautiful Bill Act” into law, enacting sweeping legislation that makes changes to everything from the debt ceiling to Medicaid to immigration to taxes...
Read MoreThe First Star-Spangled Banner
O say, can you see, by the dawn’s early light? What so proudly we hailed at the twilight’s last gleaming? Everyone recognizes those words as the opening lines of our national anthem, The Star-Spangled Banner. Most people know the...
Read MoreMissing In Action
For forty years, Johnie Webb became the leading figure in the government’s efforts to find tens of thousands of American MIAs...
Read More
Power Of Attorney
Have you thought lately about creating a power of attorney?
Read MoreSocial Security Retirement Age
As more Americans turn 65, it's crucial to understand your Social Security retirement age and its impact on your investment strategy. Here's what you need to know:
Read MoreRules For Getting Through Market Volatility
Like getting the flu or visiting the DMV, market volatility is one of those facts of life that never gets more pleasant no matter how many times we experience it. As you know, the markets have been very volatile of late. In large part...
Read MoreI Wish You Enough!
Recent market volatility has obscured the purpose of planning, saving, and investing. Our goal is to achieve financial independence in retirement and safeguard our family and estate in case of premature death. I heard a story of a man...
Read MoreWomen's History Month
Let's take a moment to reflect on the immense contributions women have made to the world of finance, business, and beyond...
Read MoreThe Luck All Around Us
But there’s still a lot of luck in this world…if you know where to look for it...
Read MoreGetting In A Flow
You’ve heard of FLOW. It’s that mental and physical state where you immerse yourself into your activity and operate at an extreme level of efficiency...
Read MoreCherry Blossoms and Friendship
If you’re like most people, you have a personal “bucket list” of things you want to do during your life. I’d like to recommend adding another item to the list. Every year around March, thousands of people journey to Washington, D.C....
Read MoreUnity and Respect
On the morning of January 20, 1993, President George H.W. Bush sat down at his desk in the Oval Office for the last time...
Read MoreValentine's Day
Well, it’s that time again . . . Valentine’s Day.
Read MoreTrade Wars
We’ve known it was coming, but on February 1, President Trump made it official...
Read MoreCelebrating Black History Month
Here's to the strength, resilience and brilliance of Black leaders, past and present.
Read MoreReducing Travel Stress
Travel can be very enjoyable. Or… Travel can be very stressful.
Read MoreWhat's brewing with coffee prices?
The latest market trends are eye-opening.
Read MoreRetirement Activities: Something New?
I was speaking with a recently retired widow. She was telling me about her past week. While I wasn’t surprised by how busy she was. I was really surprised by how diverse her activities were. The reality is that retirement is not the...
Read MoreProtein Power
Eating more protein could boost women's healthy aging. Let's delve into this nutritional insight. 🥦💪 ◾ Higher protein intake is linked to improved physical function in women, contributing to healthier aging.◾ This research...
Read MoreCalculating the Return on Investment for Energy-Efficient Home Upgrades
Energy-efficient home upgrades not only reduce energy consumption but can also significantly enhance a home's value. Let’s examine how to calculate the return on investment (ROI) of these upgrades. What is ROI? Return on investment...
Read MoreEssential Tips for Winter Fire Safety
Winter is known for its festive holidays, cozy sweaters, and warm drinks by the fire. However, as temperatures drop and we turn up the heat, the risk of home fires significantly increases. The National Fire Protection Agency says house...
Read MoreSafeguarding Donations
Throughout the year we all want to reach out and make a difference in the world. We are all looking for those opportunities to donate to a great cause. At this time of year, the generosity shown to charitable organizations is...
Read MoreSafeguard Your Digital Estate
In today's digital age, our online presence has become as vital as our physical belongings. Our digital footprint is extensive, spanning social media profiles to online banking, email accounts, and even cryptocurrency wallets. But what...
Read MoreThanksgiving Celebration!
Happy Thanksgiving! I always love stories about those who strive to include others in their holiday celebrations. The family that takes an extra pie or basket of homemade rolls to their neighbors. The person who ensures their coworker...
Read MoreDo You Have House Plants?
Here’s a question you probably never thought you’d get from your financial advisor: As you are preparing for retirement, do you have plants in your home? I know asking about plants has nothing to do with your financial well-being. But...
Read MoreWhat to Do if You Are the Victim of a Cybersecurity Breach
In today's digitally connected world, cybersecurity breaches are an ever-present threat. Whether you're an individual, a small business owner, or part of a large corporation, the impact of a breach can be devastating. Knowing what to...
Read MoreSocial Security Cost of Living Adjustment (COLA) Throughout the Years
Social Security is a cornerstone of financial security for millions of Americans. One of the essential features of Social Security benefits is the annual Cost of Living Adjustment (COLA), which ensures that the purchasing power of...
Read MoreFamous Fall Recipes
As the leaves change color and the air gets crisper, there's something magical about the arrival of fall. It's a season that invites us to slow down, savor the moment, and indulge in the comforting flavors that define this time of year...
Read MoreTCJA Expiration - Time to Plan
Greetings! The Tax Cuts and Jobs Act of 2017 will sunset at the end of 2025. When it was enacted, it was meant to boost the economy, but it couldn’t be held for the long term due to how badly it would affect the deficit. So, they...
Read MoreFinancial Planning for Fall Home Maintenance and Renovations
Fall is the perfect time to consider your home's maintenance and renovation needs and is an ideal season to tackle these projects before the winter chill sets in. But it's crucial to approach them with a solid financial strategy in...
Read MoreWhat to Do When Your Retirement Goals Change
Retirement strategy is a bit like setting sail on a journey. You can plot your course, prepare your route, and set off with a clear destination in mind, but things can always change, no matter how well-prepared you are. Maybe you...
Read MoreHappy Labor Day
Happy Labor Day! Most of us associate Labor Day with BBQs, parades, and weekend camping trips. But the more I learn about the holiday, the more I realize that it’s really a celebration of things we take for granted yet couldn’t imagine...
Read MoreWhy Retirement Planning Is Different for Business Owners
Running a business presents unique challenges and opportunities that can significantly impact retirement planning. Here, we’ll share some reasons why retirement planning differs for business owners and explore some key considerations...
Read MoreHow Often Should I Update My Estate Strategy?
Estate strategies for the future may be essential, especially when it comes to securing the well-being of your loved ones after you're gone. Your strategy is not a one-time task but a process that should evolve with your and your...
Read More