December 4, 2025Most people think of wealth protection in terms of savings accounts, investments, or insurance. But in today’s connected world, your…- November 20, 2025Facing the Facts About Dementia Most people think of dementia as occasional forgetfulness or an inevitable part of aging. But…
- November 6, 2025Why College Still Matters And What It’s Really Worth In today’s world of rising costs and AI-driven change, it’s fair…
- November 6, 2025Most financial firms talk about portfolios. Kevin Swanson and Todd Barney want to talk about people. In this powerful introductory…
October 12, 2025When it comes to investing, there is always an element of uncertainty and risk. Yet, on the flip side, there…- August 7, 2025Lately, there’s been a lot of chatter in the media about stagflation — an economic term that sparks concern. But…
- September 4, 2024More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to…
- April 15, 2024Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism,…
- February 26, 2024Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking…
- February 23, 2023As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued…
