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.
Q122 Quarterly Context Video
The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield [Read More]
Amid market uncertainty, history helps you keep perspective
Looking back on the first quarter, we think of the heart-wrenching situation that continues to unfold in Ukraine. The growing conflict has led to a shocking [Read More]
Is Self-reliance Standing in your Wealth’s Way? Learn to Trust a Fiduciary Advisor
You’ve worked hard to get to where you are, and self-reliance has allowed you to forge your own path. The long hours, perseverance, and independent-thinking paid [Read More]
Second homes: what to consider before you buy
Did the pandemic cause a bit of cabin fever? If so, you’re not alone. Ideas of buying a second home grew in popularity alongside desires for [Read More]
Charitable giving: use financial planning to max your impact
Helping Ukraine is the primary focus of many right now, and you may be rushing to direct your charitable giving to the country and its people. [Read More]
The periodic table of investment returns and your portfolio
Whenever you hear about a winning stock or a soaring asset class, you may start to fear you are missing out on investment returns. Daily hype [Read More]
The myth of early retirement: 3 mindset mistakes hurting your future
Scroll down to watch our "New Age Retirement" webinar to learn more about the myth of early retirement. How do you want the next chapter of [Read More]
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]
What Should I do with my investment portfolio during inflation?
Is inflation on your mind? We would be surprised if it weren’t. While we all have to weather inflation's short-term effects, we have reason for optimism [Read More]
Take a career break, push past limiting beliefs & more: inspiration for reaching your 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]
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]
Achieve your next big goal: 3 principles learned from qualifying for the Ironman World Championships at 50
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 Plan 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]
