Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas to improve your outcomes, enjoy a more fulfilling retirement, or get your family finances organized, you can read about it here. And once in a while, we may throw in a travel review or some other surprise. So keep checking in. We’re glad to have you reading along.
5 Key Investor Insights for the Second Half of 2025
Markets remain resilient despite global risks and economic headwinds. Discover five key insights for investors in H2 2025, from global diversification to the value of long-term focus amid uncertainty.
Read MoreEstate Planning: Important Considerations Amid Political Uncertainty
After a lifetime of working hard, saving diligently, and investing wisely, one of the key considerations is how to pass these assets to future generations. This is where estate planning comes in. While many investors rightly start by...
Read More
Special Update: What U.S.-China Trade Progress Means for Investors
Special Update: What U.S.-China Trade Progress Means for Investors May 12, 2025 Steve Small, AIF, AAMS Founder & President The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial...
Read More
Navigating Health Insurance for Early Retirees: Yes, You Have Options!
Worried about health insurance before Medicare? Early retirees have options! From ACA plans with tax credits to COBRA, faith-based sharing, and short-term plans, there’s a solution for you. Explore your choices and retire with confidence!
Read More
Faith-Based Investing: Aligning Your Finances with Your Faith
Learn how faith-based investing aligns financial decisions with biblical values, enabling Christians to honor God, make a positive impact, and achieve confidence through faithful stewardship.
Read MoreShow All
Navigating Retirement Challenges
Navigating the Challenges of Retirement - Retirement is a significant milestone, marking the transition from a career-focused life to one filled with personal pursuits, relaxation, and new adventures. However, navigating the myriad of...
Read More
Navigating the Long Road: Patience in Retirement Planning
Discover the importance of patience and a long-term approach in retirement planning. Explore how avoiding market timing and embracing steady investment strategies can lead to financial success.
Read More