Innovative Wealth Strategists

Today, we observe Memorial Day in remembrance of those who gave their lives in service.
Our office will be closed today, on Monday, May 25, and will reopen on Tuesday, May 26.

Congratulations to one of our favorite clients, Terry Himes, for his contribution to the Perseverance Rover’s landing on Mars:

A shout-out to all our JPL/NASA clients. Congratulations on the successful landing of the Perseverance Rover on Mars!

Perseverance Rover’s Descent and Touchdown on Mars (Official NASA Video) NASA's Mars 2020 Perseverance mission captured thrilling footage of its rover landing in Mars' Jezero Crater on Feb. 18, 2021. The real footage in this vide...

These 6 tips will keep you zooming like a pro throughout your workday:

Beat Zoom Fatigue With These 6 Tips Do you audibly sigh every time you have to log on to what feels like your thousandth Zoom meeting of the day? That's Zoom fatigue. Learn how to overcome it with these 6 tips.

Whether you're singing, dancing, or listening to your favorite playlist, music is good for your mind and your body.

Music’s Powerful Impact on the Brain Explored A new report from AARP’s Global Council on Brain Health shows that singing, dancing and playing music are good for fighting loneliness and improving mood and memory.

A practical article on coping with fear in a crisis:

Coping with Fatigue, Fear, and Panic During a Crisis A framework for getting yourself out of survival mode.

Having trouble sorting through all the news surrounding the coronavirus and the markets? Commonwealth CIO Brad McMillan takes a look at the big picture:

How to Think About the Coronavirus Pandemic: The Big Picture How do we make sense of all the information about the coronavirus? Commonwealth CIO Brad McMillan has developed a framework to help see the big picture.

Very interesting chart on historical viral outbreaks:

Reassessing the Coronavirus Risk Is it time to reassess the coronavirus risk? Commonwealth CIO Brad McMillan evaluates the latest information to estimate the economic impact.

How high can the markets go? If you’re getting worried about downside risk CIO Brad McMillan’s insights might shift your focus:

New Records—and New Risks? There is always something for investors to worry about. But Commonwealth CIO Brad McMillan says the data matters more than the headlines.

Afraid to talk to your doctor about the costs of your health care? Don't be.

Can you talk about health care costs with your doctor? For many, financial realities impact our health care decisions. What if doctors were more cost-conscious?