Market volatility is as concerning as ever. But a disciplined, patient approach can help you weather it. Read more on our latest blog.
March 27, 2025
Business
August 14, 2023
Bad News Sells: What the Media Doesn’t Tell You About Investing and Financial Planning
By Michael Vaughn, CFP® In our modern, high-speed society, the media plays an essential role in updating us on what’s happening in the world and the economy. Yet, with numerous conflicting sources, ranging from local news to online platforms, it might seem like we’re always inundated with information. It can be hard to sift through […]
July 12, 2023
How Business Owners Can Catch Up for Retirement in a Hurry
Stepping into the shoes of a business owner brings a level of demand and complexity beyond that of a regular job. Balancing personal finances alongside the web of your business’s financial strategy can be challenging. One of the biggest hurdles for business owners is figuring out how to turn their successful businesses into long-term personal […]
June 15, 2023
How a Market Downturn Creates Opportunities
When life gives you lemons, make lemonade. And when the market gives you a downturn, make smart investment moves. While a market downturn can be a cause for concern, it’s important to remember that it can also present unique opportunities for investors who are willing to think outside the box. Recognizing the potential for undervalued […]
March 21, 2023
SVB & SIGNATURE BANK COLLAPSED: WHY BANKS FAIL & HOW TO PROTECT YOUR SAVINGS
Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite their importance, however, banks can fail. And when they do, the effects often cause panic in the wider economic environment. This past week, two major players in the banking industry, Silicon Valley Bank and Signature Bank, […]
February 1, 2023
Countdown to Retirement: 12-Step Checklist if You’re Retiring in 2024
With just 12 months left until your official retirement date, you may feel like you’re in the home stretch. Your decades of hard work are coming to an end and soon you’ll be relaxing and enjoying this exciting time. But before you kick up your feet, there are some steps you should take in your […]