Insights & Blog

Financial Education and News

Insights to Help You Invest with Confidence

Our blog is where we share practical financial tips, updates on market trends, and answers to common questions from clients—whether you’re just getting started or refining a long-term strategy. It’s all part of helping you make smarter, more informed decisions with your money.

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit...

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record levels. Take, for example: “Stocks Hit...
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What makes one investor stick with their strategy through market swings while another panics and pulls out?Often, it comes down to mindset.Your investing mindset can shape how you make decisions,...

5 Time-Tested Investment Strategies to Match Your Financial Mindset

What makes one investor stick with their strategy through market swings while another panics and pulls out?Often, it comes down to mindset.Your investing mindset can shape how you make decisions,...
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As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring...

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey, about 80% of Americans have spring...
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What do you do when faced with a complex financial challenge?Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?The way you approach financial...

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

What do you do when faced with a complex financial challenge?Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?The way you approach financial...
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Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same...

5 Smart Ways to Use Your Tax Refund in 2025

Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same...
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What does it take to minimize your tax bill, not just this year but in the years to come?The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

What does it take to minimize your tax bill, not just this year but in the years to come?The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and...
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How many of your financial choices are based purely on logic?It could be fewer than you think.That’s because most of us make money decisions with our emotions in play.1With that, certain biases can...

How Hindsight Bias Hurts Investors

How many of your financial choices are based purely on logic?It could be fewer than you think.That’s because most of us make money decisions with our emotions in play.1With that, certain biases can...
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Is your retirement savings on track?If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2Many people today believe they...

Planning for the Future: Essential Steps to Secure Your Retirement

Is your retirement savings on track?If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.1, 2Many people today believe they...
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How much do you really know about retirement benefits?If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the...

A Guide to Pensions & Retirement Benefits

How much do you really know about retirement benefits?If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the...
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First, let’s start by uncovering the most common mistake in estate planning…Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet...

Practical Tips: How to Avoid These 4 Estate Planning Missteps

First, let’s start by uncovering the most common mistake in estate planning…Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet...
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A Helpful Guide on the Different Types of Powers of AttorneyA power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

A Helpful Guide on the Different Types of Powers of AttorneyA power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can...
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Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.It can be the perfect time to refresh financial tasks and dust off your long-term goals.As we begin a new season...

4 Financial Mistakes to Avoid this Spring

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.It can be the perfect time to refresh financial tasks and dust off your long-term goals.As we begin a new season...
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