Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Q421 Quarterly Context Video
Higher inflation is showing persistence but isn’t unexpected, markets are mixed, the omicron variant is making some investors nervous, updated 10-year stock and bond projected returns. [Read More]
Take a career break, push past limiting beliefs & more: inspiration for your 2022 goals
Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part [Read More]
2022 retirement contribution limits increase for Gen X business owners
Many Gen X business owners can save more in 2022 with the IRS increases to retirement plan contribution limits. In our work to help midlife business [Read More]
11 financial planning and tax-saving moves to make before year end
As we rapidly head into the last few weeks of 2021, now is the time to take care of any time-sensitive financial planning moves and get [Read More]
Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals
Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point [Read More]
Why a market correction shouldn’t make you worry
When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) [Read More]
Q321 Quarterly Context Video
CEO Greg Patterson addresses these topics in this quarter’s Quarterly Context webinar: Inflation jumped, and is causing debate. Three times the level of volatility risk is [Read More]
Ironman Insights: 3 principles to follow to achieve your next big goal
What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may [Read More]
8 lessons for business owners to improve your wealth & life
The lines between what is your business and what is your personal life quickly blur when you are a business owner. While you may be quite [Read More]
3 Steps to Make Your Midlife Gap Year a Reality
Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the answer we hear the [Read More]
Investment returns: How optimistic should you be?
Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities [Read More]
Q221 Quarterly Context Video
What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent [Read More]
Design thinking, reverse engineering, and other ways to achieve big goals
Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have [Read More]
How to think about inflation and investments
There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a [Read More]
6 exercises to stress-test your Midlife Gap Year
If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even with [Read More]
Perspectives from a Midlife Male [podcast episode]
Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life? That’s what Greg Scheinman, host of The Midlife Male podcast delivers [Read More]
