investment resources

Geopolitical tensions are making headlines following U.S. and Israeli strikes against Iran and the launch of “Operation Epic Fury.” With markets reacting and oil prices in focus, many investors are wondering what this could mean for their portfolios. Here, we break down the situation, the potential impact on energy markets, and how you should react.

As new financial planning tools emerge, it’s important to understand how they fit into your overall strategy. Trump accounts allow families to invest on behalf of children, but they come with specific rules and considerations. Our goal is to help you evaluate whether they align with your broader financial plan and long-term goals.

Most New Year’s resolutions fail by mid-January. Not because people lack motivation — but because they lack systems. Big goals. Invisible progress. Immediate discomfort. If you want lasting results (in fitness or finances), build structure — not hype. More in my latest blog.

Markets Are Soaring—Now What? Stocks are on pace for double-digit returns again, with indexes near record highs, AI reshaping the economy, and rates coming down. Exciting—or nerve-racking? Our latest blog breaks down what’s driving markets, what risks matter most, and 7 key ideas to help investors stay disciplined heading into 2026.

Retirement is supposed to be all beaches and brunches… not budgeting headaches! But with prices still climbing and Social Security adjustments lagging behind, even the best-laid plans need a checkup. Our latest blog breaks down how to keep your retirement savings working as hard as you did — even when inflation won’t quit.

Strong markets. Slowing growth. Falling rates. The economy’s story this quarter isn’t as simple as it looks. Check out our latest Economic and Market Update for insights you won’t want to miss.

Another possible government shutdown is making headlines — but what does it really mean for your investments? History shows markets usually brush off shutdowns, even the longest ones. Our latest blog discuses why political drama in D.C. often has less impact on your portfolio than you might think. #Investing #Markets #GovernmentShutdown #FinancialPlanning

Whether inflation causes a sharp jump in prices or erodes purchasing power gradually, it's important for investors to build long-term portfolios with these factors in mind.

As the year winds down and the holiday season takes over, many investors look forward to a curious phenomenon in the stock market: the...

With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...

A common question we receive is, "What will happen to the markets as we get closer to and after the election?" The answer might surpris you.

Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial...

The Friday following Labor Day has been designated as National 401(k) day. It is dedicated to reminding all working people about the...

Financial awareness is the key to financial security. Having a basic knowledge of finances and money management skills are essential.

May 29th or 5/29 is known as National College Savings Plan Day because the most commonly used savings tool to prepare for the high...

May 20th is National Be a Millionaire Day. On this day pretend to be a millionaire or start working on your plans to become a millionaire...

In 1972 the College for Financial Planning enrolled its first 35 students studying to become Certified Financial Planners (CFP). These...

It's Fed day — and it's a big one. The central bank decided to raise interest rates by a quarter-point, continuing its fastest hiking...

Part of having a financial plan and preparing for financial goals is having the ability to withstand market volatility. There will always...

Market Update – 2022 Financial Highlight On January 4th, 2022, the DJIA hit an all-time high before a series of economic challenges hit...