Our latest POSTS

March 13, 2025

Which CD strategies are best for long-term savers? What the experts say

Full Article: CBS News – Which CD strategies are best for long-term savers? What the experts say For long-term savers aiming to maximize returns with certificates of deposit (CDs), experts […]

March 7, 2025

You May Soon Pay More for Apple Devices. Experts Weigh In on Trump’s Latest Tariffs

Full Article: CNET – You May Soon Pay More for Apple Devices. Experts Weigh In on Trump’s Latest Tariffs ​President Trump’s recent implementation of tariffs—25% on imports from Canada and […]

February 4, 2025

Widespread Tariffs Almost Happened. How Consumers Can Prepare for Them.

Full Article: Barron’s – Widespread Tariffs Almost Happened. How Consumers Can Prepare for Them In early February 2025, President Donald Trump announced the imposition of 25% tariffs on imports from […]

January 29, 2025

Digital Nomads Need Financial Advice. It Could Be a Niche for Next-Generation Advisors.

Full Article: Barron’s – Digital Nomads Need Financial Advice. It Could Be a Niche for Next-Generation Advisors Digital nomads—individuals who work remotely while traveling internationally—face unique financial challenges that require […]

January 22, 2025

How To Insure Physical Gold

Check out this insightful article about investing in gold, where our CEO and financial advisor, Stephan Shipe, shares his expert perspective on the benefits of gold as a stable asset. […]

What’s Next?

Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.