News and Updates

December 15, 2025

How much tech stock is too much in your portfolio right now?

Full Article Link: MarketWatch – How much tech stock is too much in your portfolio right now? 7 financial experts weigh in Quote from Deon Strickland, Ph.D. “For a passive […]

December 1, 2025

Family office philanthropy rises, as they explore new ways to give

Full Article Link: Crain Currency – Family office philanthropy rises, as they explore new ways to give “It’s easier to give up some shares of Nvidia or Apple when the […]

November 14, 2025

Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not

Bloomberg – Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not “When it comes to luxury watches, both Bonaparte and Stephan Shipe, economist and founder […]

October 31, 2025

What the FIRE Movement Got Right — and Wrong — About Retirement

Full Article Link: Yahoo Finance “It pushes people to think carefully about what they value and to save with purpose. The discipline and awareness around spending are good habits no […]

October 27, 2025

7 Mental Habits That Can Lead to a Wealthier Retirement

Full Article Link: Yahoo! Finance “The people who retire with a larger nest egg usually see investing as something you do over decades, not months. They’re not checking the market […]

What’s Next?

We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.