All Commentary Video Article Podcast Whitepaper

Insights

The Real Value of a Wealth Advisor

The Real Value of a Wealth Advisor

July 10, 2025
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey , senior wealth...
Tune In >

Economic and Capital Market View: Initial Take on Tariff Rates and the Big Beautiful Bill (BBB)

July 8, 2025
William Greiner, CFA Chief Economist Read time: 7 minutes...
Read >

Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?

July 3, 2025
Read time: minutes No doubt about it, the market is exhibiting some mojo as we close out the...
Read >

Economic Outlook: ‘Three Yards and a Cloud of Dust’ Theme Playing Out

July 3, 2025
Read time: 9 minutes I still maintain a 60% probability of our “Three Yards and a Cloud of...
Read >

Stress Testing Your Retirement Plan: Are You Ready for the ‘What Ifs?’

July 2, 2025
Read time: 4 minutes Retirement planning is about more than just saving enough money—it’s also about preparing for...
Read >

6 Smart Money Moves to Make Before Year-End

July 1, 2025
Read time: 5 minutes As we move into the second half of the year and calendars start to...
Read >
Networking to Build Connections That Matter 

Networking to Build Connections That Matter 

June 12, 2025
Networking isn’t just for job fairs and LinkedIn—it’s a part of everyday life. Whitney Reagan , senior wealth advisor,...
Tune In >

Making Sense of the “4 Buckets”: A Look at Tariffs, Taxes and Treasury Warnings

June 6, 2025
Read time: 5 minutes I’ve been organizing President Trump’s main initiatives into what I call his “4 Buckets.”...
Read >

Five Estate Planning Considerations for Blended Families 

June 6, 2025
Read time: 4 minutes Blended families are very common: About a fifth of married couples head such households....
Read >

A Roller Coaster Start to 2025 — Time to Regroup for the Second Half

June 6, 2025
Read time: 11 minutes “Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we...
Read >

Approaching Retirement: Essential Steps for a Smooth Transition

June 5, 2025
Read time: 3 minutes If you’re just a few years away from retirement, congratulations: You’ve worked hard to...
Read >

Transfer Wealth Before Lifetime Estate Tax Exemption Expires in 2025

May 31, 2025
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
Read >

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

Meet Our Hosts

Check Out Our Live Webinars

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

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us