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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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.”...
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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....
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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...
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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...
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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...
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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

#160

The Real Value of a Wealth Advisor

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July 10, 2025
#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
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