Latest Vlog
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
Quarterly Market Insights: 2nd Quarter of 2026
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
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
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
Quarterly Market Insights: 1st Quarter of 2026
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
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
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
