Harnessing Optimism
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
Generosity in Action: Q&A with Change Course
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Webinar: Financial Security Starts with Cybersecurity
As scammers become increasingly sophisticated, cyber threats are on the rise. Learn strategies for protecting your personal and financial information.
Cybersecurity Resource Guide
2025 Key Financial Data Sheet
Are You Hungry?
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
The Ruling on the Field is Under (Fiduciary) Review
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
Harnessing Optimism
Want to live a longer, healthier, and happier life? Research shows that optimism isn’t just wishful thinking—it can be a powerful strategy for resilience and progress. Read to discover why optimism matters and how you can cultivate it in your own life.
Generosity in Action: Q&A with Change Course
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
Webinar: Financial Security Starts with Cybersecurity
As scammers become increasingly sophisticated, cyber threats are on the rise. Learn strategies for protecting your personal and financial information.
Cybersecurity Resource Guide
2025 Key Financial Data Sheet
Are You Hungry?
Often times, we think about giving to those in need or supporting our favorite non-profit organization(s) at Thanksgiving and Christmas or, with end-of-year gifts. This is great, however, the need to feed is ongoing. So the question, “Are you hungry?” is more about “Are you interested in learning more about how you can become more generous than you already are today?”
The Ruling on the Field is Under (Fiduciary) Review
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
The Gift of You
Time is a unique asset. We can’t save it for the future. We spend it with every minute that goes by. But as with other assets, we can be generous with our time. Here are four examples of people I know personally, who inspire me by their active generosity.
What’s Next?
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
Webinar: Elections & Your Money
How will the election affect your financial life? In this webinar, learn how financial markets might react and how you might be tempted to respond.