by Jama Grotelueschen, CFP® | Nov 12, 2025 | Insights
A Gift That Keeps Giving The holiday season is often a whirlwind of toy aisles, wrapping paper, and sugary treats. But amidst the hustle, some gifts can do more than spark a smile for a day — they can provoke a lifetime of learning. Imagine a child opening a gift box...
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by Kyle Wetters, CFP® | Nov 12, 2025 | Insights
As the final weeks of 2025 tick by, many of us are already thinking about holiday celebrations, family gatherings, and New Year’s resolutions. But for those who want to take control of their finances, and for those high-earning professionals looking to optimize wealth...
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by Kevan Melchiorre, CFP® | Nov 6, 2025 | Insights
Artificial intelligence (AI) has dominated financial headlines this year, propelling markets to new highs and sparking a familiar question among investors: Are we in another bubble, similar to the dot-com era? It’s a fair question—and one worth exploring seriously....
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by Kevan Melchiorre, CFP® | Oct 24, 2025 | Insights
Gold has surged more than 60% this year, climbing above $4,300 per ounce, while numerous other asset classes have also hit record highs. This remarkable ascent has generated significant media attention and left many investors questioning whether this rally differs...
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by Kevan Melchiorre, CFP® | Oct 3, 2025 | Insights
Cryptocurrency has continued to earn time in the spotlight recently as a growing yet unique asset. It can also feel a bit mysterious and confusing, especially if you’re hearing about it for the first time. This can lead to common questions such as: Is it an...
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by Kyle Wetters, CFP® | Oct 3, 2025 | Insights
Charitable giving has long been a core part of many families’ financial and estate plans. Beginning in 2026, the One Big Beautiful Bill Act (OBBBA) introduces several significant changes that affect how both individuals and corporations can claim charitable...
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