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Blog

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Shane Terry | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
default blog image
Shane Terry | Jun 18, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Shane Terry | Jun 16, 2025

Volatility Likely to Bring Opportunities As Trade Uncertainty Continues

stock market

Dear Valued Investor,

As June begins, markets continue to navigate a complex landscape shaped by trade policy shifts, an uncertain economic and earnings outlook

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man wearing academic gown by Charles DeLoye courtesy of Unsplash.
Shane Terry | Jun 2, 2025

Graduated? Here’s How to Make Smart Financial Moves from Day One

financial planning
Just graduated? Learn how to evaluate job offers, tackle student loans, build credit and create a budget—so you can start your financial life with confidence.
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default blog image
Shane Terry | Jun 2, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
A young woman vacuuming her apartment with headphones on and dancing.
Shane Terry | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Shane Terry | May 19, 2025

Financial Blind Spots: The Mistakes We Don’t Know We’re Making

I think I’m reasonably self-aware, so it came as a surprise when my wife, Mika, recently told me that I needed to work on my grocery store etiquette. Who knew

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black flat screen computer monitor by Behnam Norouzi courtesy of Unsplash.
Shane Terry | May 7, 2025

Market Resilience Amid Uncertainty

stock market

Dear Valued Investor,

The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their

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A person stands in a tunnel shaped like a human head, looking toward a bright sky and sun at the end of a staircase, symbolizing self-discovery or inner journey.
Shane Terry | May 6, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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black and silver laptop computer by Yorgos Ntrahas courtesy of Unsplash.
Shane Terry | Apr 22, 2025

A Gut Check Moment for Markets and Investors

stock market

April 7, 2025

Dear Valued Investor,

Markets have continued to move sharply in response to newly announced tariffs and growing concerns over global trade. Friday’s

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A couple sitting on a couch working on a laptop together.
Shane Terry | Apr 21, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Shane Terry | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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