Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.
Women at book club discussing Why Does The Stock Market Go Up

Lessons from “Why Does the Stock Market Go Up” by Brian Feroldi

Book Club

Read insights from "Why Does the Stock Market Go Up" by Brian Feroldi.... Read more

bull in front of stock chart

How Long Can This Bull Run?

Investment

Explore what history tells us about market cycles. Understand the factors that end.... Read more

Meeting with a financial advisor

7 Questions to Ask Yourself About Your Financial Advisor

Financial Plan

Delegating your investment decisions to a financial advisor can feel like relief, especially.... Read more

Stock chart

Mid-Year Investment Commentary

Investment

Despite the unprecedented challenges this year, the US stock market continues to deliver.... Read more

picture of credit card

Credit Cards: From Your First Card to the Most Expensive

Financial Literacy Financial Plan Spending

Credit cards at every stage: how to build credit with your first card,.... Read more

Investment chart

Quarterly Investment Report Q2 2026

Investment

A review of the 2nd quarter 2026 global market returns.... Read more

Man looking at financial statements at a table. Calendar shows July 2026

A Mid-Year Cash Flow Review

Financial Plan

With the cost of goods on the rise, it might be time for.... Read more

Dart board with retirement slip of paper

Is Your Target Date Fund Still Right for You?

Retirement

Turning 50 marks a pivotal moment in your retirement planning journey. If you’ve.... Read more

Angry retired mother looking at her son

Setting Boundaries: How to Stop Financial Support Without Guilt

Family Finances Financial Therapy

When adult children rely on parents long-term, emotions and finances intertwine. Learn how.... Read more

Baby sitting on a pile of money

Trump Accounts: What They Mean for High-Net Worth Families

Family Finances Financial Plan Investment

Discover the new Trump Account: a government-backed savings vehicle for children offering $1,000.... Read more

Two images of a woman. One shopping and taking a selfie, the other meditating in front of a lake.

Defining Rich: Why Wealth Means More Than Money

Financial Plan Investment Life Coaching

True wealth goes beyond accumulating money. It’s about happiness, relationships, health, and meaningful.... Read more

Mother handing her daughter a credit card

Teaching Teens About Credit: A Mama Moneybags Story

Financial Plan Life Coaching

When "Corrinne" added her 17-year-old daughter to her credit card, she wasn't just.... Read more