Is Your Financial Advisor Costing You a Fortune? Your Tax Return Reveals the Truth
Learn how to review your tax return for potential opportunities and problems with your financial strategy and advisory relationship.
Kevin Caldwell
2025 Stock Market Commentary
Feelings of economic doom and chaos are causing widespread concern in today’s financial landscape, fueling emotional contagion. What can you do?
7 Common Tax Mistakes and How to Avoid Them
No one enjoys taxes, but failing to think ahead or making errors can cost you. Learn about seven common tax mistakes it is best to avoid.
New Year Reminders for a Strong Financial Future
Get your finances in shape before diving into the new year. In this blog post, we share a checklist of new year reminders.
6 Charitable Giving Strategies to Ease Your Tax Burden
There are still plenty of ways to receive tax benefits from philanthropy. Learn about six charitable giving strategies you can use today.
Financial Risk: How to Focus on What Matters
When planning your financial future, you must manage all financial risks, not just your investments. Here’s our perspective on prioritizing.
Your Year-End Financial Checklist
Year-end is a great time to optimize your financial situation. Use our year-end financial checklist (and download) as your guide.
The Election and Your Money
Get a financial advisor’s data-based perspective on what happens to the stock market during election years and the impact on financial planning.
Healthy Stock Market Investing: A Mindset Shift
Are you an investor who is more focused on trading tactics and financial products than results? If so, you might be gambling, not investing.
How to Prevent Regret After Your RSUs Vest
Learn how setting goals and creating a plan for taxes and diversification can help improve future outcomes with your restricted stock units.
6 Year-End Tax Planning Strategies (Free Checklist!)
Implementing year-end tax planning strategies to maximize wealth and minimize costs is vital. Here are some tips to help you get started.
How Much Money Do You Need to Retire Comfortably?
Answering the question “How much money do you need to retire?” is easier than you might think. Let us walk you through the math step-by-step.