May 29, 2026 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog May 29th, 2026 “The Increase in Americans Retiring Overseas” America can be an expensive place. Having personally lived overseas, it’s not to say that other areas are always cheaper, but the reality is that more and more Americans are finding...
Apr 3, 2026 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog News Story Highlights from the Week that Was This past week has been a whirlwind of geopolitical tension, shifting regulatory landscapes, and a fundamental reassessment of the “higher-for-longer” interest rate environment. As we close out the...
Mar 13, 2026 | Behavioral Finance, Financial Planning, Investing, Uncategorized, Weekly Financial Thought
Blog March 13th, 2026 “Headline Noise vs. Long Term Fundamentals” Unless you’ve been living under a rock, the headlines this week have been impossible to miss. With the conflict in the Middle East dominating the news and oil prices experiencing a sudden, sharp spike,...
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...
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...
