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Economic Outlook: Initial Take on Trump’s Four Buckets

Read time: 8 minutes I feel better about some of my past economic calls that haven’t panned out....
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Insights

Major Tax Changes Hang in the Balance

February 7, 2025
Read time: 5 minutes What to Know The 2017 Tax Cuts and Jobs Act (TCJA) was a...
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In Retirement, Cash Flow is King

February 6, 2025
Read time: 4 minutes We’ve all heard the expression “cash is king.” When it comes to retirement, it’s...
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Portfolio Income Buffer

Portfolio Income Buffer

February 6, 2025
In this episode, Daniel Sharkey , senior wealth advisor, sits down with Breanna Seech , senior wealth advisor, to...
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Direct Indexing

Direct Indexing

January 23, 2025
Join hosts Whitney Reagan , senior wealth advisor, and Daniel Sharkey , senior wealth advisor, as they discuss direct...
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2025 Tax Facts At-A-Glance

2025 Tax Facts At-A-Glance

January 21, 2025
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning...
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Behind the Scenes With a Chief Investment Strategist 

Behind the Scenes With a Chief Investment Strategist 

January 9, 2025
On this episode of Your Life Simplified, Whitney Reagan , senior wealth advisor, is joined by Jeff Krumpelman ,...
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Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

January 3, 2025
Read time: 12 minutes “The greatest danger in times of turbulence is not the turbulence; it is to...
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Economic Outlook: Modeled Economic Impact of Trump Plans

January 2, 2025
Read time: 10 minutes Happy New Year! Now that the presidential election is over, some are asking about...
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Tariffs: What You Need to Know

January 2, 2025
Read time: 5 minutes Tariffs have been in the news lately, sparking discussion and raising questions about potential...
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Early Retirement: Should You Consider a Roth Conversion?

January 1, 2025
Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...
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Three Yards and a Cloud of Dust: Alternative Economic Scenarios

December 12, 2024
Read time: 8 minutes Last month we published our “core” economic call for 2025 entitled “Three Yards and...
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Mitigating Concentration Risk

Mitigating Concentration Risk

December 12, 2024
In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#152

Portfolio Income Buffer

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February 6, 2025
#151

Direct Indexing

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January 23, 2025
#150

Behind the Scenes With a Chief Investment Strategist 

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January 9, 2025
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