Author: Richard Schooley

  • Illustration of two people running with money under the cloud of tax hike

    April 26, 2021
    Don't Panic. While few words alarm Americans more than “tax hike,” most of us are unlikely to feel the impact…
  • Image of a board game

    April 26, 2021
    Or, how $7 might be all you need to get started. While we spend so much time learning the “Three…
  • Illustration of a successful woman about to cross a chasm

    March 11, 2021
    March is Women’s History Month. A time to look critically at equality and opportunities for women and to educate people…
  • Illustration of three arrows pointing in different directions

    March 11, 2021
    What do you do when you’ve truly prepared for your family’s financial well-being? When you’re able to check off the…
  • Illustration of family tree symbol with colorful people.

    March 11, 2021
    We spend much of our adult lives creating our family’s financial health and well-being. Providing for our kids and their…
  • Illustration of dashed white line on highway overpass

    February 8, 2021
    As I was driving down the freeway in commuter traffic—something I haven't experienced in nearly a year—I was thinking about…
  • Illustration of house being given in exchange of money

    February 7, 2021
    Estate planning should be on everyone’s To Do list, especially with federal tax law changes to wealth transfer expected soon.…
  • Illustration of a confusing path ahead

    February 7, 2021
    History holds some lessons for us even as we are witnessing something historic. As investors right now we need to…
  • Person balancing on edge of a coin

    February 7, 2021
    With new rules for this economy still unfolding, I had a chance to catch my breath in January and reflect…
  • Abstract cubes connected together to demonstrate blockchain concept

    December 17, 2020
    Blockchain technology will continue to be a phenomenon transforming key sectors like healthcare, media, consumer staples and more.