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Demographics are reality/economic building blocks

Read time: 8 minutes “The curious mind embraces science; the gifted and sensitive, the arts; the practical, business;...
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Insights

AI boom: How AI spending is impacting debt markets
November 5, 2026
This article is the first in a series from Mariner’s investment team that explores how the artificial intelligence (AI)...
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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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Building an annual investment committee agenda: What to review and when
October 29, 2026
Read time: 5 minutes Key takeaways A useful committee agenda pairs regular investment monitoring with time...
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Becoming the family CFO: How to manage the financial side of a parent’s care
October 27, 2026
Read time: 6 minutes Key takeaways Start with your parent’s available resources before assuming their care...
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Building wealth and giving on your terms
October 27, 2026
Read time: 5 minutes Key takeaways Charitable giving can be part of your wealth-building plan without...
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Medicare annual enrollment period: Reviewing your choices as part of your retirement plan
October 26, 2026
Read time: 7 minutes Key takeaways Medicare annual enrollment period runs from Oct. 15 through Dec....
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Job offer math: What’s the full value of a new opportunity?
October 15, 2026
Read time: 6 minutes Key takeaways A job offer should generally be evaluated based on total...
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Two incomes, more options: Making the most of life before or without kids
October 15, 2026
Read time: 5 minutes Key takeaways A stronger savings rate can give you the freedom to...
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Private markets: What to ask before you invest
October 15, 2026
Read time: 6 minutes Key takeaways Liquidity, fees and valuations can affect how an investment behaves...
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Activating your true potential: A conversation with Heroic’s CEO

Activating your true potential: A conversation with Heroic’s CEO
October 15, 2026
In this episode of Your Life Simplified, hosts Whitney and Dan sit down with Michael Balchan, CEO and head...
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Midterms, rates and the fundamentals that matter
October 1, 2026
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
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Economic Boom
October 1, 2026
“Never invest in a business you cannot understand.” – Warren Buffett                                                            The quote above comes...
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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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