March 15, 2023
Video: Banking Blunders – FDIC to the Rescue
STEPHEN: Its been almost 15 years since we’ve heard much about a bank failure in the news, but that’s what’s
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January 24, 2023
10 Financial Best Practices to Jump-Start Your New Year
As you settle into the early weeks of 2026, one of the most valuable gifts you can give yourself—and your
Read MoreDecember 23, 2022
7 Big Retirement Savings Changes: SECURE 2.0 Act
The SECURE 2.0 Act is a legislation that aims to strengthen the retirement system in the United States and improve
Read MoreDecember 7, 2022
The Role of a Financial Therapist
As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish
Read MoreNovember 11, 2022
Video: Gridlock in Washington, Wall Street Goes Up
Stephen: Wow, another historic day for the stock market. We’ve got midterm elections, inflation, interest rates another packed month that
Read MoreNovember 3, 2022
Back to the Investment Basics Part 5: Patience and Personal Persistence
So far in our investment basics series, we’ve explored the history of investing; how important it is to save (so
Read MoreOctober 25, 2022
Video: Inflation Flavored COLA – Good News From The IRS and SSA
STEPHEN: Over the past year you’ve probably been hearing a lot about inflation. Generally speaking, when the cost of goods
Read MoreOctober 19, 2022
Back to the Investment Basics Part 4: Why the Price You Pay Matters
In our last piece, we described our marvelous markets, and how to account for their being both robust and random
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