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Blog

Two elderly people sitting on a bench looking at the sea
Shane Terry | Aug 3, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Shane Terry | Jul 31, 2023

Conducting a Midyear Financial Checkup

financial planning

As we’ve passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review.

Just like a routine health

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A man sitting on a bench watching a plane take off
Shane Terry | Jul 31, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Close up portrait of child giving two thumbs up
Shane Terry | Jul 31, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Toddler standing at the bottom of a stone staircase
Shane Terry | Jul 31, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Shane Terry | Jul 12, 2023

Midyear Outlook 2023: The Path Toward Stability

Dear Valued Investor,

Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio

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Shane Terry | Jul 5, 2023

Better Than Expected First Half

stock market

Dear Valued Investor,

As we finalize the log on the first six months of 2023, we believe there’s value in reflecting on recent months gone by. Doing so can

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Shane Terry | Jun 20, 2023

The Gender Investing Gap: How Do We Bridge It?

Investing

In the U.S., men are investing and accumulating wealth at a greater pace than women, fueling the gender investing gap. Closing the investing gap is essential so

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Shane Terry | Jun 7, 2023

Debt Ceiling Drama Is Behind Us

economy

Dear Valued Investor,

Every so often Washington likes to remind us how hard it can be to get things accomplished. The most recent example is the debt ceiling

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Shane Terry | May 8, 2023

Re-fired Not Retired: Making The Best of the Rest of Your Life

retirement

While retirement is a time to enjoy the things you have worked hard for in life, the next chapter may leave some a little anxious. Retirement doesn't mean you

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Shane Terry | May 8, 2023

May 2023 | Investor Sentiment Tested

stock market

Dear Valued Investor,

Spring is often thought of as an uplifting time, marked by growth and renewed hope as we emerge from the long months of winter and look

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Shane Terry | Apr 24, 2023

Stepping Up to the Plate: Four Baseball Money Lessons

Baseball and financial management can have more in common than meets the eye. Below, we discuss four key lessons that investors—and everyone else—can learn from

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