Want to nerd out with us on market details?  We've got you covered here.  Check out the latest analysis, including all the charts and details on our perspective.

Non-fungible tokens, or NFTs, have been the recipient of the latest buzz.  Like any collectible there is a risk of using NFTs as an investment tool.  What are they?  Here's the scoop.

With the latest $1.9 trillion stimulus package now signed into law, over $5 trillion has been authorized over the past year. How does this massive new stimulus package impact investors? Here are 3 key insights.

Although recent headlines are eye-catching and could have some implications for market dynamics, they are not the primary driver of investor returns. Here are three things ignored by these exciting headlines to provide perspective.

With several major news groups projecting Joe Biden to be the winner of the presidential election, now is a good time review what type of legislative support would be needed to pass certain campaign proposals.

How do presidential elections affect the stock market? Should investors fear either party winning the White House? Is it best to sit on the sidelines until the dust settles? Check out this blog post for answers to these questions and more.

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement.  Anticipating your future medical costs can feel daunting.  When it comes to your health, Medicare may be an important part of your retirement strategy. Read on for details.

Tired of the "Bad News" news cycle?  The relentless headlines and sound bites can cause anxiety and negatively impact our general outlook.  It's time to turn off the news and incorporate these 4 practices to boost your optimism and maybe add years to your life.

Apps. We all love ‘em and there are millions available, but most aren't worth your attention.  In this post, we've highlighted 5 that we’ve tested, regularly use and approve to help you get better organized, stay secure, save important info, and efficiently manage your finances.

If you’ve ever wondered why a molehill turned into a mountain on a simple task, it could be due to lack of process. Having a process makes tasks not only efficient, but in most instances, a process can create desired outcomes. If you want to simplify the Essential things in your life, whatever they may be, then continue reading about how a process can save you more time.

Have you ever looked back the last 10 years and wondered how you got there? How you connected all the dots to make everything happen?  You’re not alone!  In today’s fast-paced world months and even years can blow by without a notice.  As the saying goes, “failing to plan is planning to fail.”   

The Essential Planning Approach will help you plan for success.

A budget is essential to attaining and maintaining a work-optional lifestyle. Hidden expenditures can potentially snowball into unwanted debt pushing your goals further away.  Be sure to include these four items to your budget every year!

The four expenses are...

When we visit with the families we serve or those who’ve been introduced to us, there are a few common questions that always come up.  To provide clarity, below are the answers to the four most frequently asked questions we receive.

The first question is...

Mother’s Day is just around the corner, and if you struggle every year to find that perfect gift for your mother, grandmother, or spouse then this article is for you!  Below is a list of the best items we’ve seen over the years to help you find that perfect gift.

Here are the 12 gift ideas...

If you have visited my office, you have probably seen a copy of the book Essentialism on my desk. This book has been pivotal in helping me discover where my highest point of contribution should be.  If you haven't read it, I highly recommend it.

Here is how essentialism can make an impact on your life...