Five for Friday – August 14, 2026
Ross looks at small business optimism, market momentum, and a new all-time high.
Could Your Money Work Harder For You?
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.
From One Professional to Another / Let’s Work Together
Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. If you’re ready to work with a financial professional, let’s sit down to talk.
Retirees & Pre-Retirees
Planning for Your Retirement
Working Professionals
Make your money work for you
Women
Understanding your unique needs
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
All That Matters: The Worries That Weren't
Mike and Ross revisit the worries markets left behind.
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
The Smart Way To Pay Off Student Loans
When it comes to paying off your student loan debt, you may have more options than you realize
Paying for Graduate School
You’ve spent your kids’ entire lives saving for college tuition - so what happens when they want to go to grad school, too?
Five for Friday – August 7, 2026
Ross looks at the AI industry’s memory bottleneck as well as corporate profits, banks, and a 5-ton calculator.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.