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Insights

Demographics are reality/economic building blocks
November 4, 2026
Read time: 8 minutes “The curious mind embraces science; the gifted and sensitive, the arts; the practical, business;...
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Wicked rotation, solid fundamentals
November 4, 2026
Read time: 8 minutes The S&P 500 finished the month down 0.9%, while the 10-year Treasury yield declined...
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Current volatility does not equal long-term risk
March 18, 2026
When the conflict between the United States and Iran escalated the first weekend of March, we chose not to...
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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

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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We cover the economy, markets, taxes and more. Hear our views on timely topics.

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