Comprehensive Wealth Strategies

10/09/2026

Why So Bearish?

10/08/2026

Stocks fell at the start of the week as Treasury yields continued to rise. They steadied over the next session with Treasury yields still in the spotlight. The benchmark 10-year Treasury yield topped 5.29 percent, up 133 basis points from its year-to-date low in late February.📈

Stocks fell at the start of the week as Treasury yields continued to rise. They steadied over the next session with Treasury yields still in the spotlight. The benchmark 10-year Treasury yield topped 5.29 percent, up 133 basis points from its year-to-date low in late February.

10/01/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.

09/29/2026

Having a great week in Chicago at the 2026 JW Cole Symposium. Soaking up knowledge from incredible speakers, learning through engaging educational sessions, and enjoying some great company along the way!

09/22/2026

Did you know? A financial professional looks at your whole financial situation before suggesting a policy. They can help you learn about your employer's benefits, plan for retirement, and of course set you up with policies that can help protect your financial future.

09/02/2026

This month's chart unpacks where we most commonly go for information. Take a look, and you'll see one source stands out from the rest.

09/02/2026

20 years of September being Life Insurance Awareness Month! Protect the ones you love. ❤️

We created Life Insurance Awareness Month more than 20+ years ago! Help us spread the word all September long.

This year’s theme is: Life insurance is for real life!

08/31/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

08/28/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

08/06/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.