As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >
Every major financial milestone changes the target. If it's been a while since you've reviewed your financial strategy, ask yourself: Does it still reflect the life you're living today? Read More >
The second half of my conference notes explores the bigger picture: why inflation may prove more persistent, how AI is reshaping the economy, where hidden risks may be building, and why a disciplined investment plan matters more than ever. Here are the themes that stayed with me. Read More >
Markets continue to defy expectations. Despite inflation concerns, higher oil prices, and geopolitical uncertainty, stocks remain resilient while bonds face renewed pressure. Here's what's happening beneath the headlines. Read More >
I recently spent several days at the 2026 Strategic Investment Conference, listening to some of the sharpest—and most opinionated—voices in finance debate where the global economy may be heading next. While they disagreed on plenty, a surprising amount of consensus emerged around a few major shifts investors shouldn't ignore. Read More >
A move can feel like a fresh start—but not every move improves your financial position. Before relocating, it’s worth taking a closer look at how the decision affects your taxes, cost of living, and long-term planning. Read More >
Tax season may be over, but the opportunity to improve your financial position isn’t. A mid-year financial review can help identify adjustments that can make a meaningful difference before year-end. Read More >
The economy is still growing, but the outlook is becoming more uneven. Here’s what’s driving the market—and what it could mean for investors. Read More >
Even with the best plans in place, there may come a time when someone else needs to step in on your behalf. This article outlines three simple safeguards to help ensure your financial and medical decisions are handled the way you intend. Read More >
From rising debt to middle-class cost pressures, economic challenges are real—but so is innovation. This article looks at the forces shaping today’s economy and where emerging developments are beginning to take hold. Read More >
Your financial progress isn’t defined by returns alone. In this article, we look at the key areas of your financial life that often matter even more—and how bringing them into better balance can strengthen your long-term plan. Read More >
Markets are reaching new highs even as deeper economic strains emerge. Investors may need to reset expectations and stay disciplined in the months ahead. Read More >
Government shutdown headlines can sound alarming, but history tells a different story. Markets have typically held steady—and even grown—through past shutdowns. The real risk isn’t Washington gridlock, it’s making emotional decisions that pull you off track. Read More >
The Fed’s first rate cut of 2025 marks a shift in monetary policy—but what does it mean for borrowing, savings, and your financial plan? Explore the key impacts and the questions to review with your financial advisor before year-end. Read More >
As summer winds down, it’s a good time to step back and review your finances. Whether you need to recalibrate your budget, check progress on savings goals, or plan ahead for fall and year-end, this 11-point checklist can help you stay on track. Read More >
The 2025 economy presents a split-screen view—soft survey data signaling caution, while job growth, consumer strength, and real wage gains tell a more optimistic story. This article examines the disconnect, explores what’s fueling the market’s resilience, and explains why long-term growth may remain intact despite near-term volatility. Read More >
Selecting a financial advisor is one of the most important decisions you’ll make for your future. Yet, many investors don’t realize that not all advisors follow the same ethical and professional standards. Read More >
If there’s one constant on Wall Street, it’s that uncertainty never really goes away—and 2025 looks poised to deliver a heavier dose of it. In this article we dig into why we’re bracing for higher market volatility and, more importantly, how you can keep your financial plan and investment strategy on track amidst the ups and downs. Read More >
Like a photograph, a financial plan captures a snapshot of your life at a specific moment in time. It’s an important starting point that can help determine whether you’re on the right path toward achieving your goals. But as life moves forward, so do your goals, circumstances, and opportunities. That’s where financial planning comes in. Read More >
As you prepare for the year ahead, consider how you can integrate both personal and charitable goals into your planning. Together, they can help you make 2025 a year of growth, gratitude, and giving. Read More >
As we move into fall, it’s the perfect time for a financial check-up. In this article, we cover essential year-end steps to evaluate your investments, manage taxes, and ensure your financial plan is on track for a secure and prosperous retirement. Read More >
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