Most people don’t think of themselves as “wealth builders” in their 20s and 30s, but that’s precisely what this phase is. The early accumulation phase
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Buying a Home in a 55+ Community: What You Need to Know
My wife and I are in the process of downsizing. Moving on from the home we raised our children in has been an emotionally challenging process.
Refocus Your Wealth: Creating Freedom Provides Flourishing Wealth
In the first installment of our Refocus Your Wealth series, we challenged the conventional notion that wealth is purely financial. Instead, we
Stock Market Commentary– June 2025
“You can't predict. You can prepare.” - Howard Marks “Sell in May and go away” didn’t work this year as the equity markets we follow posted strong
Stock Market Commentary–May 2025
“Hope for the best, but prepare for the worst.” - unknownApril was quite the volatile month for investors. The US equity indexes we follow were all
Introducing the 4 Phases of Wealth Management
A financially successful life doesn't just happen. It requires planning, discipline, and understanding where you are in your wealth management