The Supreme Court’s tariff ruling: What’s next for your finances?
Did you catch the news? The Supreme Court just overturned the administration’s global tariffs — meaning new uncertainty and possible opportunities for your retirement and everyday finances.Here’s the…
Stop Swimming with Sharks
Just before I went out for a mile swim in the waters of the Gulf of Mexico, my non-swimmer friends panicked about me swimming with sharks.Off the…
Failing Forward to Success
Thomas Edison was both hearing impaired and fidgety. He only lasted three months in school where his teachers said he was “too stupid to learn anything.” He…
Who’s On Your Team?
As many prepare to watch the Super Bowl this coming Sunday, it’s natural to think about teamwork. Without it, neither the Seahawks nor Patriots would be where…
When the Headlines Get Loud
If your phone notifications have felt louder than usual lately, you’re not imagining it. Calls for the U.S. to annex Greenland.1 A military standoff with NATO allies.2 The…
Reactive Advisors
Being reactive can be frustrating and even costly… John and June (as I will refer to them though not their real names), came in for a conversation…
Your Ultimate Lifestyle
For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it…
Common Blind Spots for High Earners
You’re doing everything right on paper. You’ve climbed the ladder. You’re successful enough that your financial decisions now require research, comparison, and usually a second opinion. But…
Picking stocks? The odds might not be in your favor
Here’s a stat that stops a lot of people in their tracks: Less than 4% of all U.S. stocks have been responsible for the market’s net gains going…




