Blog

Five Questions To Ask Before Letting AI Influence Your Portfolio

When an AI-generated explanation starts to look like a recommendation, an individual may act before understanding how that decision affects the broader financial plan.

President's Commentary

The United States has improved its strategic position amid the U.S.-Iran conflict, while regional infrastructure is gradually reducing Iran’s leverage over the Strait of Hormuz.

Second Quarter 2026 Market Review

Both U.S. domestic and international markets demonstrated incredible resilience during the quarter despite numerous geopolitical events.

Tax Lessons in Everyday Financial Decisions

Life events such as selling a home, welcoming a child, renting property or making a charitable gift can create valuable tax-planning opportunities.

Dealing with Estimated Tax Payments

Why estimated tax payments feel more painful than withholding, and practical strategies to avoid the hassle altogether.

First Quarter 2026 Market Review

The S&P 500 peaked on January 27th and closed the quarter down, with a major Middle East conflict generating a surprisingly small market reaction.

Political and Economic Outlook

A slower but still positive phase of growth, and how the evolving Middle East situation connects to energy markets, inflation, and Fed policy.

President's Commentary

A challenging start to 2026: budget shutdowns, tariff rulings, and military moves in Venezuela and the Persian Gulf, against a resilient U.S. economy.

Retirement Spending: The "Bumper" Framework

Retirement isn't solved with a single number. A spending range with guardrails gives you flexibility and control as life and markets change.

How To Become a Millionaire on a Budget

If you didn't start saving for retirement yesterday, you should do it today. You may be surprised to learn how little you need to put away to be a millionaire at retirement.

3 Traits To Look For When Hiring a Financial Advisor

In an age of infinite information at our fingertips, it can be very easy to become overwhelmed when you're trying to make an informed decision. When this decision concerns who you…

4 Documents You Need to Have and Why

I'm going to attempt the improbable here and try to make a morbid topic light-hearted and enjoyable, so let's just dive in.

3 Reasons Why Roth Dollars Are the Best Dollars

When we look at a dollar bill, there doesn't seem to be anything special about it. It just seems like a piece of paper we might be able to buy a stick of gum with.

$818,231: The Opportunity Cost of the FIRE Movement

It’s difficult in 2023 to avoid trendy topics, regardless of their validity or sanity (I do my best but a part of me is always plugged in). A topic in recent years that’s garnered…

How to Use a Health Savings Account to Crush Retirement

I’m not old, but I definitely plan on getting there some day (don’t worry, I’m not going to define what age “old” is). Just like anyone else, I have dreams and visions of retiring…

Payday: 4 Ways to Allocate a Year-End Bonus

Ahhh, it’s that time of year again. Colder weather (unless you live in California), seasons change (unless you live in California), and the holidays arrive (California still has…

7 Key Ingredients For a Healthy Financial Plan in Your Youth

When I was eight, I didn’t like the food on my plate touching each other, especially at Thanksgiving. The peas couldn’t touch the carrots, which couldn’t touch the mashed…

What Do I Do If I Failed To Take an RMD?

How Are Required Minimum Distributions Calculated?

401K Rollover Options If You Are Changing Jobs

Filing A Form 8606 If You Made A Non-Deductible Contribution To Your Traditional IRA

Qualified Charitable Distributions From Your IRA

The Importance Of Updating Your Beneficiary Forms For Retirement Accounts

The SECURE Act-Information To Know