Insights Archive

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Insights

Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

January 3, 2025

Read time: 12 minutes “The greatest danger in times of turbulence is not the turbulence; it is to...

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Economic Outlook: Modeled Economic Impact of Trump Plans

January 2, 2025

Read time: 10 minutes Happy New Year! Now that the presidential election is over, some are asking about...

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Tariffs: What You Need to Know

January 2, 2025

Read time: 5 minutes Tariffs have been in the news lately, sparking discussion and raising questions about potential...

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Early Retirement: Should You Consider a Roth Conversion?

January 1, 2025

Read time: 10 minutes You may know that there are several good reasons to consider converting your traditional...

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Three Yards and a Cloud of Dust: Alternative Economic Scenarios

December 12, 2024

Read time: 8 minutes Last month we published our “core” economic call for 2025 entitled “Three Yards and...

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Mitigating Concentration Risk

December 12, 2024

In this episode, Michael MacKelvie , wealth advisor, breaks down the potential dangers of an overly concentrated investment portfolio...

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Too Much of a Good Thing in 2024—Or Riches Deserved?

December 4, 2024

Read time: 12 minutes “It is possible to have too much of a good thing.” – Greek...

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5 Tips for Planning a Purpose-Based Retirement

December 4, 2024

People often spend more time planning a vacation or researching a car purchase than they do on how they’ll...

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Consider a “Bucketing” Retirement Strategy

December 3, 2024

Read time: 5 minutes If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is...

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A Year-end Wealth Review Checklist

December 2, 2024

Read time: 7 minutes The final month of the year is synonymous with holidays, get-togethers and general busyness....

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How Grandparents Can Help Grandchildren With College

December 1, 2024

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...

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Strategies to Help Manage Risk

November 27, 2024

When it comes to reaching your goals— retiring early, buying a second home, paying for your child’s college, travel—one...

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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#150

Behind the Scenes With a Chief Investment Strategist

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January 9, 2025

#149

Mitigating Concentration Risk

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December 12, 2024

#148

Fixed Income Explained

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November 14, 2024

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Behind the Scenes With a Chief Investment Strategist

Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!