Call Us: 800-384-1756
All Wealth Planning Institutional Insurance Strategies Behavioral Finance Retirement Planning Trust & Estate Planning Commentary Tax
All Commentary Video Article Podcast Whitepaper

Insights

Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate
August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
Read >
Discover the Tax Advantages of “Superfunding” a 529 Plan

Discover the Tax Advantages of “Superfunding” a 529 Plan
August 1, 2022
A 529 plan offers tax and estate planning advantages for those funding the cost of higher education for a...
Read >
2022 Mid-Year Crystal Ball Outlook

2022 Mid-Year Crystal Ball Outlook
July 29, 2022
Chief Investment Strategist and Head of Equities Jeff Krumpelman and Chief Investment Officer Katrina Radenberg recently shared their market...
Watch >
5 Costly Estate Planning Errors

5 Costly Estate Planning Errors
July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
Tune In >
Don’t Let Headlines Derail Your Investing Plans

Don’t Let Headlines Derail Your Investing Plans
July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
Tune In >
5 Considerations for Early Retirement

5 Considerations for Early Retirement
July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
Tune In >
Bond Alternatives: Investing in a Down Market

Bond Alternatives: Investing in a Down Market
July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
Tune In >
How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?
July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
Read >
Best Days in the Market – Embracing Volatility

Best Days in the Market – Embracing Volatility
June 30, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
Tune In >
Real Estate Investing Part 2: REITs & ETFs

Real Estate Investing Part 2: REITs & ETFs
June 23, 2022
In part 2 of Your Life Simplified’s real estate series, Mike Mackelvie , wealth advisor, and Valerie Escobar ,...
Tune In >
Real Estate Investing Part 1: Holding Property & Interest Rates

Real Estate Investing Part 1: Holding Property & Interest Rates
June 16, 2022
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie ,...
Tune In >
What Is the Real Cost of Owning a Pet?

What Is the Real Cost of Owning a Pet?
June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
Tune In >

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

#169

Built to last: Mariner at 20

 Listen Now >
May 14, 2026
#168

You’re ready for Mariner

 Listen Now >
April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

 Listen Now >
March 5, 2026
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