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Current volatility does not equal long-term risk

When the conflict between the United States and Iran escalated the first weekend of March, we chose not to...
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Insights

The sandwich generation: Caring for everyone without losing yourself
March 31, 2026
Read time: 6 minutes You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment,...
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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
March 31, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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5 questions women should ask about wealth
March 20, 2026
Read time: 4 minutes You’ve worked hard, navigated transitions and built a life on your terms. These five...
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The business owner’s personal balance sheet: What to track beyond net worth
March 20, 2026
Read time: 8 minutes As a business owner, your personal finances are likely closely linked with your company’s...
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Risk awareness and diversification 2.0 taking root 
March 6, 2026
Read time: 8 minutes The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7% 1...
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“Three yards and a cloud of dust” revisited: Déjà vu still on track for 2026
March 6, 2026
Read time: 6 minutes We finally have our first view of last year’s fourth quarter GDP growth rates:...
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When financial complexity starts working against you
March 6, 2026
Read time: 6 minutes In recent years, the rapid growth of financial tools, financial influencers, investment types, online...
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Why your tax return matters more after you file
March 6, 2026
Read time: 5 minutes As winter winds down and spring nears, it’s time once again for Americans to...
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Grief to joy: A conversation with Jenny Danaher

Grief to joy: A conversation with Jenny Danaher
March 5, 2026
In this hopeful and deeply personal conversation, Whitney Reagan speaks with Jenny Danaher, founder of Grief to Joy Coaching,...
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Philanthropy and taxes: How giving impacts your return
February 25, 2026
Did you know that philanthropic giving not only benefits the charitable organization, but also may be associated with improvements...
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The overlooked role of insurance in protecting your portfolio
February 23, 2026
Read time: minutes When it comes to establishing and maintaining an investment portfolio, it’s not enough to simply...
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Turning market uncertainty into a planning advantage
February 23, 2026
Read time: 4 minutes Market uncertainty can feel unsettling. Rapid swings, constant headlines and conflicting commentary often create...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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