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Blog

A woman standing and smiling in a busy office building.
Shane Terry | Nov 4, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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person holding green and white round plastic container by Mick Haupt courtesy of Unsplash.
Shane Terry | Oct 22, 2024

Guide to Investing in an Election Year

guide_to_investing_in_an_election_year_5515248.pdf
Read More
A grove of orange trees.
Shane Terry | Oct 21, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Federal Reserve Bank, San Francisco by Alex Bierwagen courtesy of Unsplash.
Shane Terry | Oct 7, 2024

Beyond the Federal Reserve Rate Cuts

interest rates

Dear Valued Investor,

Finally! For the first time in more than four years, on September 18, the Federal Reserve (Fed) cut interest rates. While the debate over

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default blog image
Shane Terry | Oct 7, 2024

How to Reprogram & Improve Your Money Mindset

finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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default blog image
Shane Terry | Sep 25, 2024

7 Milestones At Age 50 & Above

retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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a close-up of a screen by Anne Nygård courtesy of Unsplash.
Shane Terry | Sep 9, 2024

The U.S. Economy and Financial Markets: Passing the Tests

stock market

Dear Valued Investor,

With Fall upon us and students back in classrooms, it seems like a good time to reflect on the various tests that the U.S. economy and

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An assortment of sushi, rice, and seaweed.
Shane Terry | Sep 9, 2024

4 Pervasive Myths About Inflation

Investments
finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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A trail in a forest splitting into two divergent paths.
Shane Terry | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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A trail in a forest splitting into two divergent paths.
Shane Terry | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
Read More
turned-on Android smartphone by Austin Distel courtesy of Unsplash.
Shane Terry | Aug 14, 2024

Perspectives on Market Volatility

stock market

Dear Valued Investor,

Stocks must have gotten the memo that August tends to be weak historically. July, the eighth positive month in the past nine, was quickly

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Digital art image of a business person looking through a large set of binoculars.
Shane Terry | Aug 5, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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