What Is it About August?

August is a month when families start back to school preparation and football season comes into focus. It’s also been a month full of surprises on Wall Street.

Preparing for Emergencies: It’s More Than Money

In Diamond of Life, Mick talks about the need to prepare for emergencies. This article will start with cash reserves and expand to the other concepts in Mick’s book, such as having food, water, and medical supplies.

Second-Half Outlook

One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.

Warren Buffett on Mixing Politics, Investing

“If you mix your politics with your investment decisions, you’re making a mistake.” This article will show how politics has influenced investors’ inflation outlooks and consumer confidence.

Goal Priorities

Diamond of Life discusses the importance of setting goals. However, some people don’t know where to start. This article will show how we can help you get started with your goal-setting process.

Quiz: Back to School Spending

Everybody is unique, but every person also likes to compare themselves to national averages! See how you score on this back-to-school quiz.

Quiz: Pickleball Sweeps the Nation

Many people say pickleball looks a lot like tennis that’s played on a small court with a wiffle all. But pickleball is so much more! It’s become one of the fastest-growing sports in the U.S.

Strategies for Managing Your Digital Estate

If you were to pass away, who would know your email password? Moreover, would anyone know how to access your social media? Your digital estate is a critical part of your overall estate strategy.

What Does It Mean When the Fed Pivots?

In late 2023, Fed Chair Powell told investors that the Fed anticipates three interest rate cuts in 2024. While this was welcomed news on Wall Street, when will Main Street see the results of a Fed pivot?

Quiz: Wedding Trends

While October is the most popular month for weddings, the summer months are not too far behind. This short quiz will show readers what trends are emerging.