Insights and reflections to support your financial growth
Second Quarter Commentary
If there was one word to describe the second quarter, it would be resilience. Markets had plenty of reasons to be unsettled. Geopolitical tensions in the Middle East, fluctuating oil prices, ongoing inflation concerns, and uncertainty surrounding interest rates all...
Managing Your Monthly Money Leaks This Year
Spending on non-essential services can hinder your wealth-building efforts From streaming services and gym memberships to AI assistants and meal kit deliveries, the modern economy thrives on subscriptions. While these recurring charges offer convenience, they can also...
Dating, Marriage & Money: Must-Have Chats
Money is one of the leading causes of relationship stress, yet many couples avoid financial discussions until problems arise. Whether you’re dating, engaged, or married, having transparent financial conversations is key to long-term success. TALKING MONEY WHILE DATING...
First Quarter Commentary
The first quarter of 2026 was marked by heightened volatility driven by geopolitical developments that unfolded more abruptly than anticipated. Equity markets declined during the period, with the S&P 500 down 4.37%. A significant driver of market weakness was the...
TOP 3 MISTAKES TO AVOID AS 1ST TIME HOME BUYER
How to steer clear of the top 3 mistakes made by 90% of new homeowners Purchasing your first home is an exciting milestone, but it’s crucial to approach it with caution and a clear understanding of the potential pitfalls. Recent studies have shown that a staggering...
How to Catch a Leprechaun
We recently had the joy of sponsoring a special event hosted by the Nonnie Hood Parent Resource Center, and it truly turned into one of those mornings you wish you could bottle up and revisit. Their “How to Catch a Leprechaun” event was thoughtfully put together and...