07/22/2026
I Stopped Waiting for Certainty — Here’s the System I Use to Decide Without It Waiting for perfect data is the fastest way to lose in a fast-moving market.
Helping Business Owners, Attorneys, Affluent Millennials, and Pre-Retirees financially plan to live their fullest lives I was a shy and awkward young kid.
I was a little overweight, underperforming in school, lacking in friends and not on a great trajectory. Then, in fourth grade, I had a teacher that focused in on me. Over and over, through her words and actions, she told me…
“You’re better than this. I am not going to tolerate this performance.”
She forced me to shift at my very core. And I owe her so much. I started to lose the weight, open up
07/22/2026
I Stopped Waiting for Certainty — Here’s the System I Use to Decide Without It Waiting for perfect data is the fastest way to lose in a fast-moving market.
Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.
07/21/2026
The Trigger Clause More Couples Want in Their Prenups Stay-at-home parents face a nightmare scenario in divorce. More are trying to avoid it.
07/21/2026
Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.
Looking Beyond the Headlines: What It Means for Your Portfolio Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...
07/20/2026
The Value Gap: Why Your Business May Be Worth Less Than You Think Learn why the value gap may cause your business to be worth less than expected and how to increase business value years before selling.
07/17/2026
Can AI Make Better Drugs? Not on Wall Street’s Timeline The technology has arrived in the drug lab. But should investors pay up for it?
Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.
07/16/2026
How to Invest When the Global Crises Never Stop In a world of wars, trade wars and crop failures, bond yields need to be higher than they were because they offer so much less protection than they used to.
07/16/2026
Join us next Tuesday as we celebrate the opening of our new office at the King Building! Enjoy food, drinks, live entertainment, and more while getting to explore our new space and interact with our team and clients.
Where: 6 Concourse Pkwy Ste 2700, Atlanta, GA 30328
When: 4-7pm (come and go as you please)
RSVP here: https://www.eventbrite.com/e/1991209102026?aff=oddtdtcreator
We look forward to seeing you then!
07/15/2026
The Mind Game That Investors Can’t Stop Playing Buying what’s hot feels right at the time, but too often ends in tears.
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