Advice for the [Good] Life: How Dollar Fluctuations Impact Long-Term Investment Strategies, A Salmon Recipe To Die For, and More

by Jon C. Goodman | Jun 10, 2025 | Uncategorized

  Greetings! Last week was a milestone for our family as we celebrated our youngest son, Shan’s graduation. We’ve been weighing his options ever since—should he seize the chance to attend an elite private school or follow in the footsteps of his siblings as...

Advice for the [Good] Life: Recovery Continues Despite Credit Ratings Concerns, A Journey Into Brain Health, and That Aurora Though

by Jon C. Goodman | Jun 3, 2025 | Uncategorized

    Greetings! Here in the Last Best Place, the temperatures are on the rise and the rivers are swelling—signs that summer is just around the corner, which has me, for one, smiling. In today’s Wealth Advisory I broach the why behind the impressive market...

Advice for the [Good] Life: HSA Planning for Rising Healthcare Costs

by Jon C. Goodman | May 27, 2025 | Uncategorized

  Greetings! I hope you had a meaningful Memorial Day weekend and took a moment to honor those who have served, reminding us that, as the saying goes, “Freedom isn’t free.” In fact, there’s a lot more that comes with a cost. In today’s Wealth...

Advice for the [Good] Life: How Debt, Deficits, and Last Week’s Moody’s Downgrade Impacts Investors

by Jon C. Goodman | May 20, 2025 | Uncategorized

Greetings! In today’s Wealth Advisory, we will explore how debt, deficits, and Moody’s credit rating ding to the U.S. impacts investors. Next, your Wellness Navigator, Christine Despres, makes a compelling argument for the need to move and ways even the...

Advice for the [Good] Life: Understanding the Impact of U.S.-China Trade Developments on Investment Strategy, An Attitude of Gratitude, and The First American Pope

by Jon C. Goodman | May 13, 2025 | Uncategorized

Greetings! Welcome to today’s Wealth Advisory. We begin with a special market briefing—an in-depth look at current trade dynamics, the forces shaping today’s investment landscape, emerging risks and opportunities, and strategic recommendations to help you recalibrate...

Advice for the [Good] Life: Wisdom from Warren Buffett, Five Ways to Show Love to the Women in Your Life, and the Piggy Bank in World History

by Jon C. Goodman | May 6, 2025 | Uncategorized

Greetings and Happy May! In today’s Wealth Advisory, we will honor and glean wisdom from Warren Buffett’s illustrious career at the helm of Berkshire Hathaway and recall some of his best quotes–pearls, all. Then your Wellness Navigator, Christine...