Episodes

Wednesday Dec 17, 2025
Wednesday Dec 17, 2025
Here is my traditional holiday post. Happy Holidays!
Head over to our recent blog post for more information.
Interested in learning more about our firm? Click here to schedule a call!

Friday Dec 05, 2025
Friday Dec 05, 2025
This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Nov 18, 2025
Tuesday Nov 18, 2025
Not all tax planning moves can wait until next spring. Here are some things to consider now.

Saturday Nov 08, 2025
Saturday Nov 08, 2025
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

Thursday Nov 06, 2025
Thursday Nov 06, 2025
This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Oct 23, 2025
Thursday Oct 23, 2025
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

Thursday Oct 02, 2025
Thursday Oct 02, 2025
This episode provides a market update through September 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Sep 25, 2025
Thursday Sep 25, 2025
A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.

Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
This episode provides a market update through August 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Friday Aug 22, 2025
Friday Aug 22, 2025
Here are some financial tips to add to your “packing list” as you head off to college.



