Insights & Guidance

Expert insights on financial planning, investing, tax strategy, and retirement decisions, to help you make informed, confident choices in changing markets.

A Final Letter From Grandpa Moneybags

Grandpa Moneybags

The first story in the 17-part Grandpa Moneybags blog series began in the.... Read more

Indiana’s 529 Plan Ranks 1st In The Nation

College Planning Financial Plan Investment

The College Investor website recently ranked Indiana’s 529 Plan the number one plan.... Read more

How To Avoid Unwanted Tax Surprises From Non-Qualified Accounts

Taxes

While the money you put into non-qualified accounts may not be subject to.... Read more

Quarterly Investment Report Q3 2026

Investment

A review of the 3rd quarter 2026 global market returns.... Read more

Smart Money Moves to Make Before You File the FAFSA Form

College Planning

Discover the latest FAFSA updates, including changes to asset reporting, income calculations, and.... Read more

Midterm Election Impact on Markets

Investment

Wondering how the 2026 midterm elections could impact your investment portfolio? Regardless of.... Read more

What Your Executor Will Do (And Why They Need Your Help Now)

Estate Planning

Being an executor is hard. Learn the responsibilities, how long the role takes,.... Read more

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

How Long Can This Bull Run?

Investment

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

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

Mid-Year Investment Commentary

Investment

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

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