(New and Improved) Advice for the [Good] Life

Welcome to the new and improved "Advice for the [Good] Life: Your Pathway to Wealth and Wellness." So why the change? And why now? Simple. Because market updates, encouraging the world to stay invested and diversified alone aren't enough anymore, and with longevity...

Managing Market Uncertainty in an Era of Trade Tensions

Markets have experienced renewed volatility as President Trump implements fresh tariffs affecting Canada, Mexico, and China. The administration's decision to move forward with these trade measures, rather than extending deadlines or negotiating alternatives, has...

Understanding Safe Withdrawal Rates in Modern Retirement

The question of retirement security weighs heavily on many Americans' minds, especially as we navigate through evolving economic and political landscapes in 2025. With retirement numbers reaching historical highs this year, understanding sustainable withdrawal rates...

Market Pessimism and the Importance of Staying Invested

A notable disconnect has emerged between investor sentiment and market performance. The timeless wisdom of Warren Buffett to be "fearful when others are greedy and greedy when others are fearful" remains particularly relevant today. Despite numerous economic and...

Policy Changes and Tech Disruption Shape January Markets

The financial markets began 2025 with mixed performance as investors navigated significant policy changes and technological disruption. The month saw President Trump's return to office, major developments in artificial intelligence from China, and the Federal Reserve...