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Financial Guidance That Brings Clarity

Tech

July 9, 2026 By Mark Brinser

Mark Brinser explores how using technology intentionally, alongside thoughtful financial planning, can help you build a life aligned with your values.

Tech

Reflections from the Library of Congress: Lessons on Change, Innovation, and Planning for Tomorrow

June 24, 2026 By John Simkins

John Simkins explores how technology has historically expanded human potential—but what does that mean for AI?

personal finance

Building a Legacy That Outlives Your Wealth

June 17, 2026 By Jay Kready

True generational wealth goes beyond money. Learn how to pass on values, financial habits, and a lasting legacy to your children and grandchildren.

People

Introducing our Summer 2026 Intern

June 9, 2026 By Ben Writer

Meet Ellie Diehl, our summer 2026 intern. Learn more about Ellie’s background and see how she will be helping our team’s efforts.

Life

Tips for That Upcoming Family Vacation

June 2, 2026 By Leanne Fee

Leanne Fee shares three practical tips for planning a family vacation that balances everyone’s interests, encourages meaningful connection, and creates lasting memories together.

the market

Match the Hatch: Four Days on the River, and Why ETF Fundamentals Never Change

May 12, 2026 By Thomas Talbott

Thomas Talbott compares a recent fly-fishing trip to investing, showing how patience, adaptability, and a focus on quality can outperform reactive decision-making.

People

Should You Purchase a Second Home with Friends?

April 9, 2026 By Leanne Fee

Leanne Fee shares how owning a second home can add significant value and create lasting memories, but dividing the costs and space introduces a complex business arrangement.

Retirement

Healthcare Costs: An Underestimated but Significant Retirement Risk

March 26, 2026 By Jay Kready

Jay Kready shares how retirement fulfillment not only depends on financial readiness but also on planning for healthcare costs and longevity to preserve independence and peace of mind.

investing

Reflections from Recent Meetings

March 12, 2026 By Mark Brinser

Mark Brinser shares his thoughts on recurring themes from recent client meetings, including market corrections, the rise of AI, and why prices aren’t declining.

Retirement

The “To” Question: What Do You Want to Retire “To”?

March 4, 2026 By John Simkins

John Simkins offers perspective on how defining what you’re retiring “to” brings clarity to important decisions about lifestyle and location.