Is A Dividend Focused Portfolio Outdated?
Third Quarter 2025 commentary discussing dividend focused portfolios.
Is A Dividend Focused Portfolio Outdated? Read More »
Key Takeaways from the One Big Beautiful Tax Cut Act
The Big Beautiful Tax Cut Act: What will it mean for your finances? Explore key changes and how to prepare in our latest tax law summary.
Key Takeaways from the One Big Beautiful Tax Cut Act Read More »
The Hidden Costs of DIY Investing: Are You Really Saving?
Think DIY investing is a money-saver? Think again! Hidden costs and costly mistakes could be draining your wealth. Find out how—read now!
The Hidden Costs of DIY Investing: Are You Really Saving? Read More »
The Value of Comprehensive Financial Planning Explained
Feeling overwhelmed by your finances? You’re not alone! Our new post explains how comprehensive financial planning can help you take control, build wealth, and pursue your dreams.
The Value of Comprehensive Financial Planning Explained Read More »
Return Doesn’t Come Without Volatility
Read about how staying focused on long-term goals requires short-term resiliency
Return Doesn’t Come Without Volatility Read More »
Tax-Efficient Strategies for Affluent Families in 2025
Don’t miss out on these essential tax-efficient strategies for affluent families in 2025.
Tax-Efficient Strategies for Affluent Families in 2025 Read More »
Why AI Falls Short in Managing Your Personal Finances
AI is powerful, but it has its limits. A trusted financial advisor offers personalized guidance tailored specifically to your financial situation.
Why AI Falls Short in Managing Your Personal Finances Read More »
Estate Planning at Every Stage of Life
By Jim Shellenberger, CFA, CFP® Do you believe that estate planning is only for the elderly or the affluent? Think again! Whether you’re just starting your career in your 20s or enjoying a well-earned retirement, having an estate plan is crucial for everyone. Shockingly, a 2024 survey (1) revealed that just 32% of Americans have established
Estate Planning at Every Stage of Life Read More »
What I Wish I Knew About Money When I Was Younger
By Rob Johnson Financial literacy is not currently taught in American schools—although it should be. Young adults who establish excellent financial habits and make wise financial judgments at a young age have a distinct edge over those who do not. To put it plainly, early adoption of sound financial practices can have a significant impact
What I Wish I Knew About Money When I Was Younger Read More »
Why Your Retirement Plan Shouldn’t Be Based on Generic Benchmarks
By Jim Shellenberger, CFA, CFP® Cookie cutters are great for cookies, but when it comes to retirement planning, they just don’t cut it. The reality is, there’s rarely a one-size-fits-all rule that works for everyone’s retirement dreams. Those financial indexes you see all over the internet? They’re not for everyone. Remember, they’re just numbers and
Why Your Retirement Plan Shouldn’t Be Based on Generic Benchmarks Read More »