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Blog

Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Shane Terry | May 6, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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a magnifying glass sitting on top of a piece of paper by Vlad Deep courtesy of Unsplash.
Shane Terry | Apr 26, 2024

Check Off Your Insurance Check-Up: An Insurance Coverage Checklist

Insurance

Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things

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person in black suit jacket holding white tablet computer by Towfiqu barbhuiya courtesy of Unsplash.
Shane Terry | Apr 26, 2024

Top 5 Tips for Making Sound Financial Decisions

financial planning

Everyone needs to make smart financial decisions that steer them toward financial independence. When people thrive financially, they may feel less financial

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Older couple embracing on a boat overlooking a body of water
Shane Terry | Apr 22, 2024

5 Signs You’re Headed for a “Cushy” Retirement

retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Image of an American flag, with a person looking out of them similar to window blinds.
Shane Terry | Apr 15, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

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A brain surrounded by circles representing brain waves
Shane Terry | Apr 8, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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An older man relaxing and laying down in an inner tube on relaxing water.
Shane Terry | Apr 8, 2024

Retirement nearing? Do these 5 things first.

retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Watercolor style picture of 5 carrots sprouting from the ground.
Shane Terry | Apr 8, 2024

4 Financial Mistakes to Avoid this Spring

Savings
retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Notebook containing dates with a pen
Shane Terry | Apr 8, 2024

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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Shane Terry | Apr 8, 2024

An Excellent First Quarter For Stocks

stock market

Dear Valued Investor,

The first quarter is in the books, and it was an excellent one for stocks. The S&P 500 index rode a resilient U.S. economy, easing

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January calendar by Maddi Bazzocco courtesy of Unsplash.
Shane Terry | Feb 8, 2024

As goes January so goes the year?

Monthly Client Letter

February 7, 2024

Stocks are off to a solid start in 2024. January gains are particularly enjoyable because of the old adage from the Stock Trader’s Almanac,

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the word eos spelled out of fireworks by Ricardo Loaiza courtesy of Unsplash.
Shane Terry | Jan 22, 2024

Important Lessons from 2023

market commentary
January 3, 2024 Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came
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