Blog

Wednesday, August 5, 2026

Retirement is more than just the end of work life, it is the beginning of something new and exciting. In this blog post we explore a fresh perspective on retirement, challenging traditional assumptions to spend your time more intentionally.

Wednesday, July 15, 2026

Success is rarely the result of a single great decision. More often, its the product of showing up consistently, making good choices day after day, and trusting that small actions will compound into meaningful results.

Wednesday, May 13, 2026

ESOPs are commonly used by privately held businesses as a way to reward employees, create a succession plan for owners, and align the interests of employees and shareholders, but along with the benefits, there are some risks to be aware of.

Monday, February 23, 2026

In any financial plan, assumptions must be made, but sometimes hoping for the best while planning for the worst can be more useful than trying to predict the future with a great deal of accuracy.

Friday, December 5, 2025

Many people wonder if a Roth conversion is “the right move,” but the answer depends on your unique financial picture. These three hurdles can help you determine whether converting will support your goals today and in the future.

Show All

Wednesday, October 1, 2025

If it feels like buying a home has never been harder, you’re not imagining things. Home prices remain stubbornly high because demand for housing has far outpaced supply—and there’s little sign of that changing anytime soon.

Friday, August 15, 2025

Each month, two major employment reports—ADP Private Payrolls and the government’s Non-Farm Payrolls—offer insights into U.S. job growth. While they’re often mentioned together, they differ significantly in how they measure employment.

Tuesday, June 24, 2025

In investing, and in life, good decision making isn’t about having all the answers, it’s about having the right mindset. Here are three simple rules that can guide better choices and help you navigate uncertainty with clarity.

Wednesday, May 14, 2025

For decades, dividends were the hallmark of a solid investment—steady, reliable income that signaled a company’s financial health. But in the 1950s, a quiet revolution began as some companies started keeping their profits to fuel growth.

Thursday, February 6, 2025

Most people understand the value of diversification (don’t put all your eggs in one basket). But there are levels to diversification, and knowing how diversified you should be depends on your own unique circumstances.

Monday, January 6, 2025

Today, the 5 largest companies in the S&P 500 make up nearly 28% of the total weight for the index, so what is behind this increase in market concentration? In this video blog post, Nathan explores how revenue and profit margins play in.