News and Updates

February 23, 2026

The Three Costly Purchases Retirees Regret

Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Deon Strickland, Ph.D. “Instead of buying something, rent it. If you think you want a mountain house, rent a mountain house for a year. […]

February 17, 2026

Silver in Retirement: Diversifier or Dangerous Bet?

Full Article Link: https://www.cbsnews.com/news/is-silver-investing-too-risky-in-retirement-heres-what-experts-say/ “Investing in silver, especially for retirees, is more of a speculative diversifier than a true investment. In retirement, a lot of people are looking for consistent […]

February 16, 2026

Tax Refunds Are Bigger This Year — Here’s How to Use Yours Strategically

Full Article Link: CBS News – 3 smart ways to use your tax refund this year, according to experts Quote from Noah Lewis “If you have a credit card at […]

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 […]

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