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Insights

Think ETFs are Just for the Masses? Think Again 
October 4, 2025
Read time: 4 minutes For years, exchange-traded funds (ETFs) were seen as simple, low-cost building blocks—efficient for broad...
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Estate Planning in a New Era: How the One Big Beautiful Bill Act Impacts You
October 3, 2025
Read time: minutes When it comes to protecting your wealth and sharing it with the people and causes...
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Steady As She Goes–Three Yards and a Cloud of Dust Playing Out
October 1, 2025
Read time: 7 minutes As we look forward towards the fourth quarter of this year, it’s time to...
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Concentrated Stock: Strategies to Protect Your Wealth

Concentrated Stock: Strategies to Protect Your Wealth
September 23, 2025
When much of your wealth is tied to a single stock—especially your employer’s—you face both opportunities and risks. In...
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Economic Outlook September 2025: He Blinked
September 8, 2025
Read time: 9 minutes Well, he blinked. What am I referring to? At his recent speech in the...
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The “Center Stage” Question: To Cut or Not to Cut? Market Implications
September 8, 2025
Read time: 19 minutes The current market set-up and drama surrounding the Federal Reserve (the Fed) is center...
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Estate and Gift Tax Quick Facts
September 5, 2025
Estate and gift tax rules provide opportunities to transfer wealth efficiently, but they are complex and subject to change....
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Alternative Investments in 401(k)s: What You Need to Know About the New Rules
September 5, 2025
Read time: 6 minutes Those saving for retirement may soon begin to see investment choices inside their workplace...
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GRATs: Understanding a Popular Estate Planning Strategy
September 3, 2025
For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,990,000 for...
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Beyond 529s: Smart Strategies for Funding College
September 2, 2025
Read time: 6 minutes Saving for college isn’t one-size-fits-all. Your ideal approach depends on your specific financial situation—your...
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IDGTs: A Versatile Estate Planning Tool
September 1, 2025
Read time: 4 minutes Irrevocable trusts are great tools for estate planning. They can help grantors reduce the...
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7 Common Estate Planning Mistakes to Avoid
August 25, 2025
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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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

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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