Sep 12, 2025 | Behavioral Finance, Retirement, Weekly Financial Thought
Blog “The Life Satisfaction Smile” I heard the concept on a podcast recently that was talking about what makes people truly happy. It’s an age old question and one that I would guess we aren’t going to have a universal answer for or “solve” anytime soon. ...
Sep 5, 2025 | Behavioral Finance, Weekly Financial Thought
Blog “Proof of Wealth” I often enjoy reading other thoughts and posts from financial experts in the field, and a recent post by Nick Maggiulli really hit home. It’s great if someone has a financial windfall or even wins the lottery but there is also...
Jul 18, 2025 | Behavioral Finance, Congress, Financial Planning, Retirement, Social Security, Weekly Financial Thought
Blog “Navigating Your Financial Landscape: Key Updates from the “Big Beautiful Bill” The recently passed “Big Beautiful Bill” (BBBP), signed into law on July 4, 2025, includes several provisions that are relevant for a wide range of individuals...
Jun 13, 2025 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “You Can’t Put a Price On Mental Freedom” We typically don’t recommend individual stock holdings for customers. While we will keep some holdings if the client is adamant about a specific company, we believe in a more passive and diversified equity...
May 16, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Weekly Financial Thought
Blog “The Boring Advice Proves Itself Again” 2025 has certainly been a roller coaster ride for stocks. Just over a month ago the S&P 500 was down over 15% for the year, and now, as I write this on May 13th, the S&P 500 has gained 18.3% since April 8th....
Apr 25, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Navigating Tariffs: Why History Favors the Patient Investor” Staying the Course Amidst Tariff Turbulence It’s hard to ignore the recent headlines. Talk of tariffs, potential trade disputes, and the resulting market swings can naturally cause unease for...
