Commentary

The biggest risk facing the Sandwich Generation isn’t necessarily financial—it’s being forced to make important financial and family decisions during a crisis because the family hasn’t had the conversations or done the planning beforehand. Don’t make your family figure this out while they’re in crisis!

Many investors continue to frame advisors as though they are old-school stockbrokers. Such a view misses out on the opportunity to solve so many real issues facing investors. This week we touch on the importance of asset location and distribution strategies to help improve net returns.

During this trying time we share some of our reflections on the current situations, inspiring stories such as the efforts of local company JK Boots to take care of our first responders, resources for those in need, thoughts around how to help, as well as the things we plan to reflect more on once this trial has passed. Our thoughts and prayers continue to be with you all!

Many investors continue to frame advisors as though they are old-school stockbrokers. Such a view misses out on the opportunity to solve so many real issues such as the current realities around high cash balances (and related false dilemma of choosing between “safe” cash versus “risky” stocks) which we’ll discuss this week, as well as the importance of asset location and distribution strategies to help improve net returns which we will cover next week.

The “Trump Accounts” (tax deferred savings accounts for kids) are live. This week, we dig into a few options around saving for your kids including the newly established “Trump Accounts.” The pros and the cons!

Six Things You Should Know Insights for Investors By Jon Heideman The Financial Risk Most Investors Aren’t Thinking About Cybersecurity, Identity Protection, and Digital Wealth Protection  Every 4.9 seconds a new American becomes an identity theft victim  1 in 5 Americans have experienced identity theft  $20.9 billion lost to cybercrime in 2025  Sources: SecurityHero summary of FTC/FBI/Javelin research; Insurance Information […]

[VIDEO] Most Americans don’t feel particularly confident in their financial lives, but even for those that do, we see all too often that a lack of clarity around how to deploy their resources causes unnecessary anxiety, misallocated resources, and/or potential dangers due to misplaced confidence. We walk through some real-world stories to highlight these situations, and how we can help improve them. [ARTICLE] As we’ve discussed this year, there is always something that poses a challenge to markets and investors … sometimes past challengers reappear as well. We discuss the not-so-new potential threats, some reasons for optimism through year end, as well as a friendly reminder to focus on building the right plan, instead of worrying about predictions.

As we sit at the halfway point of 2026 we look back at all the headline fears that threatened to derail the bull market, how the market has fared and why, and what may lie ahead.

[VIDEO] We talk often about working with clients to design and live their legacy today. We try to walk that talk as well. Among a number of community engagements, we are very proud of our partnership with Hoopfest which is in its 10th year here in 2026. This week we share a very special story of someone to whom the efforts of Hoopfest have meant a great deal. [ARTICLE] In the last couple of weeks, animal spirits were running high with good news from the Middle East and the much-hyped SpaceX IPO, which had investors ramping their risk tolerance. Fast forward to this week and renewed inflation and bond yields fears have investors reversing course. We discuss these most recent “threats” along with a friendly reminder to stop deviating from the plan and keep a broader perspective.