The retirement landscape is changing — and so are the strategies that work.

Does Your Old Trust Still Make Sense Today?

5/27/2026

Is It Time to Consider a Roth Conversion?

5/14/2026

New Highs, The AI Divide & Inflationary Pressure

5/4/2026

Energy Shifts, New Trends & Q1 Earnings

4/22/2026

Energy Shifts, New Trends & Q1 Earnings (Slides)

4/22/2026

Are You Being Intentional with Your Legacy? (Part 2)

4/15/2026

Are You Being Intentional with Your Legacy?

4/1/2026

Your Portfolio in Focus: Staying Ahead of Global Uncertainty

3/24/2026

Does Your Donor-Advised Fund Still Make the Grade in 2026?

3/17/2026

Important Update

3/11/2026

Important Update

3/11/2026

Summary of Recent Events

3/3/2026

Summary of Recent Events

3/3/2026

The Productivity Paradox & The Post-Tariff Pivot

2/24/2026

The Productivity Paradox & The Post-Tariff Pivot

2/24/2026

Defend Your Financial Fortress from AI Scams

2/17/2026

Defend Your Financial Fortress from AI Scams

2/17/2026

AI Reality Check: From Growth Catalyst to Profit Pressure

2/10/2026

AI Reality Check: From Growth Catalyst to Profit Pressure

2/10/2026

$40,400 SALT Cap: Your 2026 Tax Opportunity

2/3/2026

$40,400 SALT Cap: Your 2026 Tax Opportunity

2/3/2026

Rates, AI, and the Carry Trade

1/29/2026

Rates, AI, and the Carry Trade

1/29/2026

New Rules. New Numbers. Smarter Strategies

1/23/2026

New Rules. New Numbers. Smarter Strategies.

1/23/2026

Is This 1999 All Over Again?

1/13/2026

Is This 1999 All Over Again?

1/13/2026

What If Doing Less Was Your Smartest 2026 Financial Move

1/7/2026

What If Doing Less Was Your Smartest 2026 Financial Move?

1/7/2026

A Day That Changed the Financial World Forever

10/28/2024

Remembering and reflecting on 9/11 and how that day reshaped the world

A Financial Guide to Beating Life-Stage Fright

10/28/2024

Planning and communication are your best tools to beat life-stage fright

Buffett’s Berkshire Hathaway Hits $1 Trillion Value

10/28/2024

Lessons from the CEO of the first non-tech company in the U.S. to cross $1T

ERISA at 50 Safeguarding America’s Workers

10/28/2024

Fifty years ago marked the beginning of a new era of financial security 

Gold Prices Hit Record High in August of 2024

10/28/2024

With gold setting records above $2,500 per ounce, what comes next?
 

Impact of Artificial Intelligence on Your Utility Bill

10/28/2024

How the intersection of AI and energy will become a focus for investors

Microsoft Revives a Giant with A Checkered Past

10/28/2024

Investor implications as Three Mile Island is set to power Microsoft’s AI 

Monday Morning QB The Day-Trader’s Gridiron

10/28/2024

How fantasy football mirrors the frenzy of the stock market for the day-trader 

Perils of Timing Investments Based on Fed Moves

10/28/2024

Fed policy is important, but there are a lot of factors that influence markets 

Recognize the Perils of the “Dead Cat Bounce”

10/28/2024

Tips to see genuine buying opportunities while avoiding false recoveries 

September The Worst Month for Stock Markets

10/28/2024

Tips to navigate this tricky period and potentially capitalize on opportunities 

Where You Can Turn in Times of Financial Stress

10/28/2024

Lessons from the global sell off (and subsequent bounce-back) in August 

Women are More Active in Financial Markets

10/28/2024

But the industry can do more to ensure that women are equally empowered 

How a Fed Rate Cut Will Impact Bond Markets

10/28/2024

Navigate the changing landscape and optimize your fixed-income portfolio 

Money Mistakes that Young Professionals Make

4/7/2023

Crazy to Think a Salary of $100k Is Not Enough

4/7/2023

Managing expenses, saving and investing wisely bring financial security

Bank Alternatives for Diversifying Cash Holdings

4/7/2023

Options for biz owners in the wake of the SVB and Signature Bank failures

7 Things You Can Do to Trim Your 2023 Tax Bill

4/7/2023

Reducing your tax liability can literally save you thousands of dollars

Building Generational Wealth With Hard Assets

2/24/2023

Inflation: CDs, a Shoe-Box or the Stock Market?

2/24/2023

Considerations Before You Invest in Real Estate

2/24/2023

Why Greening Your Business Might Make Money

2/24/2023

When Changing Jobs, Rollovers Bring Benefits

2/24/2023

Of the Time to Unleash the Dogs of the Dow in 2023?

1/18/2023

Did the FAANG+ Stocks Have Their Teeth Pulled?

1/18/2023

A Stronger U.S. Dollar Has Investing Implications

11/16/2022

Financial Planning For Your Pets Really is a Thing

11/16/2022

Five Questions to Ask As You Consider Retiring

11/16/2022

Tactical Asset Allocation in Today’s Market?

11/16/2022

The Cost of Raising Just One Child is Over $310k

11/16/2022

Why Beating the S&P 500 is the Wrong Goal

11/16/2022

Avoid the Crippling Hill That Jack and Jill Went Up

10/4/2022

Sometimes the best financial advice is the simplest: tough, objective love.

Don’t Believe That This Bear is Different – It’s Not

10/4/2022

Bear markets are painful, but they are also part of the investment process.

The Differences Between Growth, Core & Value

10/4/2022

What To Do When Faced with Bear Market Rallies

10/4/2022

Should Investors Care at All When a Stock Splits?

8/2/2022

Remember the words of Yogi Berra when a company splits its stock.

Why 9.1% Inflation Is Likely to Go Even Higher

8/2/2022

The Producer Price Index is higher than the Consumer Price Index.

The IPO Market Has Cooled 50% So Far in 2022

8/2/2022

Understanding IPOs, the current market, and advice from Warren Buffett.

Could the Price of Oil Hit $250 This Summer?

8/2/2022

If it does, think higher inflation, lower economic growth and global recession.

How to Minimize Taxes During Market Turndowns

8/2/2022

Understanding long-term capital gains taxes when you sell investments

Summer: Great Time to Teach Kids About Money

7/14/2022

Teaching your kids now may be the best gift that you ever give them

Lessons from the Great Recession of 2007 – 2009

7/14/2022

Before the next recession hits (July?), make sure you are prepared.

Estate Planning for the LGBTQ+ Community

7/14/2022

Conflicting federal and state laws present financial planning challenges.

Remember When the DJIA First Hit 30,000?

7/14/2022

It was December 2020 and 18 months later, it is close to crossing 30k again…

Gasoline and Housing Prices Color Your Investing

7/14/2022

Both are skyrocketing – but they impact your investing views very differently.

ABCs of Investing for College

7/14/2022

Invest early. Invest often. Invest for growth. These are the basic principles of saving for your ...

Financial Steps to Take If Your Spouse Dies First

7/1/2022

When a spouse dies, the emotional magnitude of the loss can send your life reeling. It can also ...

Five Lessons to Remember During Bear Markets

7/1/2022

The Stock Market has been trying to teach these lessons forever….

Gold: Inflation Hedge or Just Another Commodity?

7/1/2022

That depends on whether safe assets are offering negative real returns.

How Do You Know if Your Assets are Diversified?

7/1/2022

Using statistical correlations can help refine your investments and lower risk.

Inflation Varies According to Your Age & Spending

7/1/2022

Your advisor will make sure to account for inflation in your retirement plans.

The Fed Raises Rates, Should You Sell Bonds?

7/1/2022

Don’t let public perceptions drive your investing, because that’s speculating.

The Forward 12-Month P/E is a Good Barometer

7/1/2022

The S&P 500’s forward 12-month P/E ratio is now below its 5-year average.

What Should You Do as Markets Flirt with Bears?

7/1/2022

The standard definition of a bear market is when major U.S. stock indices, such as the S&P ...

Will Rising Mortgage Rates Slow Down Housing? Housing prices have increased every single month for the past 12-years

6/28/2022

The housing market has been frustrating for buyers and a boon for sellers, but there are signs ...

Warren Buffett on How to Protect Against Inflation

6/27/2022

We’ve all heard about Warren Buffett, the 91-year-old multibillionaire known for his friendly ...

Summertime Reminds Us to Be Flexible Your financial plan must be adaptable – you don’t set it and forget it

6/20/2022

As summer heats up, it pays to take a good look at how flexible you are. When you plan for the ...

Living Beyond Your Means Won’t Bring Happiness

6/14/2022

Do you ever feel that no matter how much money you earn, it’s never enough? Do you spend beyond ...

Four Uses of an Advisor

6/13/2022

What is the value of a financial advisor? The personal touch. Here are four stories of how ...

Five Money Moves to Make With Your Tax Refund

6/7/2022

Here are five smart money moves to make with your tax refund.

Bonding With Your Portfolio

6/6/2022

Nearly all investors realize the importance of diversification to the investment process. Many ...

We Can Expect Eleven Rate Hikes Through 2024 Understanding how markets have reacted to previous Fed-hiking

5/30/2022

The stock market in 2022 has seen large declines, beginning with a January drop, followed by a ...

How to Divide an Inheritance Equally

5/24/2022

You can divide your estate among however many heirs you want: three, seven, 11 or 13 and so on. ...

Remember What Happened from 1996 –2009?

5/23/2022

You probably are not aware that March 9, 2022 marks the 13th anniversary of what many call “The ...

Positioning a Portfolio for Additional Rate Hikes

5/17/2022

What counts is how your money is invested now in anticipation of rate hikes

Inheritance Planning can Help Avoid Headaches

5/16/2022

Families inherit money and sometimes make the right moves investing and spending. Inheritances ...

Advanced Philanthropy

5/10/2022

For many affluent individuals, occasional gifts to a favorite charity may satisfy their ...

Nine Reasons you Might Want to Slap Your Advisor

5/9/2022

Starting to doubt your financial advisor? Maybe you are becoming frustrated with some of the ...

The Rising Price of Crude Oil and Gasoline Prices. What should consumers and investors expect beyond March of 2022?

5/3/2022

The stock market in 2022 has seen large declines, beginning with a January drop, followed by a ...

What Traditionally Causes Inflation?

4/26/2022

Inflation, defined as the increase in the average price level of all goods and services, is ...

Warren Buffett’s Annual Letter to Shareholders

4/19/2022

Warren Buffett, chairman and CEO of Berkshire Hathaway and revered as the Oracle of Omaha, ...

Market Volatility Can Stir Your Loss Aversion

4/18/2022

Here is a statement that is bound to cause you to raise your eyebrows: Your long-term financial ...

Insider Trading and Why it's a Problem

4/12/2022

There’s a growing bipartisan push to prohibit members of Congress from buying or selling stocks. ...

Black Swans: Short-term Crisis, Long-term Opportunity

4/11/2022

Legendary investor Warren Buffet is a big proponent of this strategy. When others are ...

Does the 60/40 Asset-Allocation-Pie Make Sense?

4/4/2022

The magic asset allocation number so often touted is a 60/40 split between stocks and bonds. ...

The Sunday Blues, 5 Retirement Misconceptions And Social Security’s Massive Raise

3/28/2022

Sunday night blues are not exclusive to workers. Retirees have them, too, because of the ...

Is the NASDAQ Correction a Buying Opportunity?

3/28/2022

About half-way through January of 2022, NASDAQ closed in correction territory (on January 19th , ...

Diversification Can Feel Disappointing

3/28/2022

A well-diversified portfolio is designed to help you achieve your long-term goals as well as ...

Why a January Market Correction Might be Good

3/28/2022

After the stock market’s fantastic growth in 2021, many believe a pullback (or even a ...

What You Should Do When Facing a Bear Market

3/21/2022

The first challenge when facing a bear market is recognizing it. But since bear markets ...

Strategies for Volatile Markets

3/21/2022

Does your financial strategy take into consideration the ups and downs of the market? In ...

Staying Calm Amid Market Volatility

2/24/2022

When faced with uncertainty, remember to 1) keep things in historical perspective, 2) stay ...

Staying Invested for the Long Term

2/24/2022

Investors know that it’s logical to think long-term when it comes to investing. But when ...

Investing with Emotions Can Be Costly

2/24/2022

When times are tough, we want to limit our losses. When things are going well, we wish we ...

12 Estate Planning Must-Dos

1/19/2022

Many of you already have estate documents, probably executed many years ago. You need an ...

Tips for Women to Build Financial Independence

1/18/2022

Traditionally, women have been the caretakers of both the older and younger generations of ...

IRS Makes Contribution Limit Changes for 2022

1/17/2022

The Internal Revenue Service announced that the amount individuals can contribute to their ...

The Real Supply Chain Issue Is You and Me

1/12/2022

There are over 30 million small businesses in the United States, according to ...

Is Vacant Housing the Next Big Thing?

1/11/2022

COVID19 severely impacted the commercial office real estate market because more workers were ...

A Look at Fully Insured-Defined Pension Plans

1/10/2022

Pension plans come in all shapes and sizes. Long favored by employers for a ...

Tips to Keep Emotions and Investing Separate

1/9/2022

Money is always an emotional subject, but often when our emotions get involved with our ...

Social Security Gets Massive 5.9 Raise in 2022

1/8/2022

On October 13th the Social Security Administration announced that Social Security and ...

Subtract Inflation and It All Adds Up

1/7/2022

Some of us may remember the “good old days,” when gasoline prices were as low ...

10 Tips for Small Business Owners

1/6/2022

Small businesses owners should conduct an annual assessment o f their personal finances. Owners ...

Inflation Is Not a Hidden Tax

1/5/2022

We’ve all heard the saying that inflation is a hidden tax. But depending on which state you live ...

No Strategy Is Always Right

1/4/2022

When the facts change, your strategy should change, as well. If you stay wedded to the same ...

Charitable Ideas for What to Do with Your Money

1/3/2022

Considering a charitable donation? When it comes to giving away your money, having a plan ...

Avoid the Pain, Trade When Stocks Hit New Highs

1/1/2022

Right now, stock markets are up smartly for the year, but this might not be the time to start ...