Q1 Update: War in the Middle East Fuels Uncertainty
Despite a good start to 2026 through February, stocks broadly declined in March due to the Iran War and fears of artificial intelligence’s impact on employment and the threat to some companies’ livelihoods. The S&P 500’s quarterly performance is negative 30–35% of the time but it hadn’t happened since the third quarter of 2024. Bond […]
The Greatest Gift to Your Child Isn’t an Inheritance—It’s Financial Wisdom
Raising a financially responsible child is one of the most important things you can do as a parent. It matters just as much in households with generational wealth as it does in families working hard to cover the basics. Because these lessons are rarely taught in schools—and aren’t always obvious to kids growing up—it falls […]
What Are You Retiring To? Turning Purpose Into Your New Paycheck
The idea of retirement can be incredibly appealing—more time with friends and family, traveling the world, playing golf, or hiking your favorite trails. But have you considered the non-financial aspects of retirement and what you might be leaving behind? Your career likely offers more than just a paycheck. The relationships you’ve built at work may […]