Roth Conversions: What They Are and When They Make Sense
You've probably heard the term "Roth conversion" before. But if you're not sure what it actually means (or whether it applies to you), you're not alone. It's one of those…
Quarterly Market Insights: 2nd Quarter of 2026
https://vimeo.com/1209521766/c1c18ffd76?share=copy&fl=sv&fe=ci Market Update: Q2 2026 Hello! I’m happy to share our stock market update for the last quarter, Q2 2026. After the first three months of 2026 saw sharp declines…
What Is a QCD and Should You Be Using One?
If you're over 70½ and you give to charity, there's a smarter way to do it. Most people don't know it exists. It's called a Qualified Charitable Distribution (QCD) and…
What Is Advisor Alpha And Why It Matters for Your Wealth
You've probably heard the phrase "beating the market." It's what most people think a financial advisor is supposed to do. But here's the truth: the biggest value a financial advisor…
Quarterly Market Insights: 1st Quarter of 2026
https://vimeo.com/1181938094/a1d19425e5?share=copy&fl=sv&fe=ci Market Update: First Quarter of 2026 Hello everyone, and welcome to our Q1 2026 Market Update! Markets started the year with optimism, but the first quarter ended as one…
Financial Moves When Faced with Terminal Illness
A terminal illness brings many hard moments. Along with medical care and family time, there are also important financial tasks to think about. Taking care of these early can ease…
6 Overlooked Financial Opportunities for People with Disabilities
Financial planning looks different for everyone. For individuals living with disabilities, there are important opportunities and protections built into the system that many people don’t fully understand. If you or…
Financial Planning VS Investing: Why You Need Both
It’s easy to think that investing is financial planning. After all, if your money is growing, you must be doing something right… Right? Not exactly. While investing is an important…
Social Security Without the Guesswork: Filing Options and Disability Benefits
Planning for retirement can feel overwhelming. Especially when you’re trying to understand when to file for Social Security, and how disability benefits may fit into the picture. The good news?…
Your Guide to Beginning 2026 With a Strong Financial Foundation
As we get ready to turn the page into a new year, now is the perfect time to take a fresh look at your finances. December and early January offer…
