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Wednesday, April 15, 2026

Today we’d like to introduce you to Laura Reese. Hi Laura, thanks for sharing your story with us. To start, maybe you can tell our readers some of your backstory. I was born and raised in Alabama, growing up in a traditional family...

Tuesday, March 17, 2026

The Fractal Pattern of Renewal: How Healing a Body and Rebuilding a Fortune Follow the Same Universal CycleKey Takeaway:Whether in the silent struggle of a single cell or the thunderous crash of global markets, life unfolds in fractal...

Thursday, February 12, 2026

Most people and even leading economists discuss purchasing power of the dollar declines over time due to inflation thus creating this idea that our currency isn't worth much instilling insecurity in our currency.

Thursday, February 12, 2026

Can Kabbalah Provide Insights on Inflation?Exploring Economic Principles Through the Lens of Ancient WisdomKabbalah, the ancient mystical tradition rooted in Judaism, provides profound insights into the nature ofbalance, cycles, and...

Monday, July 21, 2025

Just before the July 4th holiday, Congress passed a domestic policy bill that extended the 2017 tax cuts that were set to expire this year while making some of the 2017 rules permanent. The bill also created several new tax laws for...

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Thursday, June 26, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

Thursday, June 19, 2025

Work-Life Harmony Insights from 17,000+ Executive Sessions. Exclusive insights from the intersection of wealth management and conscious leadership.

Wednesday, June 11, 2025

Despite those who say the conventional wisdom that has guided investor actions over the years is no longer valid in 2025, remember the famous quote from legendary investor Sir John Templeton: "The four most dangerous words in...

Wednesday, June 11, 2025

Choosing lump sums over monthly income can distort perceptions of wealth and adequacy, influencing retirement savings decisions.

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

Thursday, May 8, 2025

Many consider Warren Buffett to be the most famous value investor the world has ever known. This can be debated, but with an investment career that spans nearly seven decades, he has undeniably learned a thing or two about markets.

Thursday, May 1, 2025

In stormy skies, we can trust that the sun still shines beyond the clouds and in time will return to brighten our day. However, in the moment, risk aversion may compel us to prepare for the worst.

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

Wednesday, April 2, 2025

Dear Community, As we step into the beautiful month of April, I want to encourage each of us to become more consciously aware of our connection to the natural environment and reflect on the impact of our daily habits. This is the...

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

Tuesday, March 25, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

Wednesday, December 18, 2024

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

Wednesday, December 11, 2024

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

Wednesday, November 27, 2024

In a time of global crisis, where people are forced to live in isolation and separation, and fear has gripped many, weakening their immune systems, Dr. Joe Dispenza had a profound realization: "It is impossible to quarantine love." 

Friday, November 1, 2024

Milton Friedman uses a pencil to explain how the operation of the free market promotes harmony and world peace

Friday, October 18, 2024

In today's fast-paced financial markets, investors are bombarded with a constant stream of information. The media, often in collaboration with financial entities, inundates us with sensational stories designed to provoke emotional...