Blog

Continuing Education to Better Serve You

This past weekend, I spent two full days attending Ed Slott's Instant IRA Success Workshop, an intensive program focused on the latest IRA, retirement, and tax planning strategies. Over the course of the workshop, more than 420 pages of retirement and tax planning...

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3 themes for the second half of 2026

If you've been watching the news and wondering about your portfolio, you're not alone. But according to our strategic partners, Capital Group, here's what the noise might be drowning out... "Thus far in 2026, stock markets have reached a series of new highs amid wars...

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Thinking about Buying a Car?

High car prices have been a constant in the headlines throughout 2026, but the final sale price of the average new car dropped slightly in May. Those high price headlines can make car shoppers feel a little fatalistic. But they're slightly misleading. The average is...

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SpaceX Shares Close Up 19%

SpaceX's latest developments have sparked significant market conversation. Here's what the Wall Street Journal (subscription required) and Vanguard are saying, and what it could mean for your portfolio. "SpaceX shares ended the day up 19% as investors worldwide...

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?