Feb 16, 2026 | Financial Planning, Investing, Investing Goals, Retirement, Uncategorized, Weekly Financial Thought
Blog February 13th, 2026 Revisited – Starting Your Children’s Retirement We have written posts in the past about setting your children up for retirement which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA...
Oct 31, 2025 | Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Weekly Financial Thought
Blog “The All-Time High Dilemma: Why 2025’s Records Are Just Another Step” The 2025 Market Story So Far As we head into the final quarter of 2025, it’s hard to ignore the headline: the stock market is setting records again. The S&P 500 index recently...
Sep 26, 2025 | Financial Planning, Investing, Investing Goals, Retirement, Weekly Financial Thought
Blog “The 4% Rule is now the 5% Rule” A financial expert named Bill Bengen, who created the famous 4% Rule, has a new book called A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More. The 4% Rule was a game-changer for retirement planning...
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...
Mar 7, 2025 | Behavioral Finance, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Retirement, Weekly Financial Thought
Blog “Your Goals > Stock Market Movements” Investors are nervous right now. For those who’ve been reading our weekly articles for some time, you might recognize the above title. We have re-visited the idea that your personal goals should hold a greater weight...
