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.
How the Secure Act 2.0 may impact your retirement savings
Where business owners and leaders can benefit The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes [Read More]
10 Financial plan questions that could change your life and financial independence
If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself and your financial advisors, you [Read More]
Keep retirement momentum: how to recession proof your portfolio
Recession security through preparation Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may [Read More]
Recessions and your financial plan
The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve [Read More]
Q3 2022 Quarterly Context Video
Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating [Read More]
Securing Your Midlife Gap Year: Insurance Essentials
You’re embracing the idea of a midlife gap year. You’re picturing the landscapes, culture, and bucket list experiences in your mind. But unattended business is holding [Read More]
ERISA Fiduciary Duty: Who is minding your retirement plan?
Many fiduciaries are clear that a fiduciary duty is the highest standard of care under the law. Fiduciaries to an Employee Retirement Income Security Act (ERISA) [Read More]
Semi-retirement for business owners: What if you never fully retire?
Running a business can be overwhelming. It’s easy to feel stretched thin, and like there’s never enough hours in a day. At times, you’ll probably fantasize [Read More]
Money and happiness: a multi-dimensional look at how finances and positive emotion interact
We’re all aware of the phrase “money can’t buy happiness.” But how much weight does it really hold? After all, our finances play a pivotal role [Read More]
Q2 2022 Quarterly Context Video
Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns [Read More]
Recession outlook: consumer sentiment, inflation, and unemployment
The recession question Will there be a recession? Are we in a recession already? The most pressing questions for investors for the second half of 2022 [Read More]
What to do in a volatile market: Should I sell my stock?
The stock market has been anything but stable recently. And unsurprisingly, that usually means our emotions haven’t been either. Financial freedom is tied to market performance, [Read More]
Endowment funds 101: What is an endowment fund, UPMIFA, spending policy and more
Answers to common endowment questions Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers [Read More]
The Gen X Dilemma (Part 2): How Do You Talk Finances With Aging Parents?
Conversing with aging parents In Part 1 of this series we reviewed the pressures you experience as parents. Now in Part 2, we’ll touch on the [Read More]
Why a midlife gap year may be the career break Gen Xers need
A career break to gain new perspective for what's next Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners [Read More]
The Gen X dilemma (part 1): how do you financially prepare and launch your children?
Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You [Read More]
