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Volatility returns as global risks rise

Read time: 8 minutes The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There...
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Insights

The Iran war: Impact beyond the battle zone
April 2, 2026
Read time: 8 minutes Economic growth and inflation pressure in question This commentary was prepared during a...
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Business continuity and wealth preservation: 9 tips to help you protect value during a transition 
April 2, 2026
Read time: 11 minutes One of the most challenging aspects of a business transition, such as a sale,...
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Long-term capital gains tax strategies
April 1, 2026
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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The sandwich generation: Caring for everyone without losing yourself
March 31, 2026
Read time: 6 minutes You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment,...
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Beneficiaries, titling and real-life risk: The quiet details that can break good plans
March 31, 2026
Read time: 5 minutes It happens all too often: An individual takes the time to make difficult decisions,...
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Discover the HSA triple tax savings advantage

Discover the HSA triple tax savings advantage
March 31, 2026
Read time: 4 minutes Health care costs can take a bite out of your retirement savings, with costs...
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5 questions women should ask about wealth
March 20, 2026
Read time: 4 minutes You’ve worked hard, navigated transitions and built a life on your terms. These five...
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The business owner’s personal balance sheet: What to track beyond net worth
March 20, 2026
Read time: 8 minutes As a business owner, your personal finances are likely closely linked with your company’s...
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Current volatility does not equal long-term risk
March 18, 2026
When the conflict between the United States and Iran escalated the first weekend of March, we chose not to...
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Risk awareness and diversification 2.0 taking root 
March 6, 2026
Read time: 8 minutes The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7% 1...
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“Three yards and a cloud of dust” revisited: Déjà vu still on track for 2026
March 6, 2026
Read time: 6 minutes We finally have our first view of last year’s fourth quarter GDP growth rates:...
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When financial complexity starts working against you
March 6, 2026
Read time: 6 minutes In recent years, the rapid growth of financial tools, financial influencers, investment types, online...
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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.

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