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Blog

John Williams | Aug 27, 2024

What happens next? (market rollercoaster)

Investments
It’s been a wild August for markets. Let’s review.
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John Williams | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Ten key accounting calculator on a soft yellow desk
John Williams | Aug 13, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Digital art image of a business person looking through a large set of binoculars.
John Williams | Aug 6, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Presidential Election
John Williams | Jul 30, 2024

New presidential candidate? (What it could mean)

Investments
A lot has happened recently. Let’s review.
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John Williams | Jul 23, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Close up portrait of child giving two thumbs up
John Williams | Jul 16, 2024

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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A man sitting on a bench watching a plane take off
John Williams | Jul 9, 2024

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Feeling the "Vibecession"?
John Williams | Jul 2, 2024

Feeling the "Vibecession"?

Investments
How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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Close-up image of an elderly hand being held by a younger-looking hand
John Williams | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art of a lawyer standing next to a large document and gavel.
John Williams | Jun 25, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Two elderly people sitting on a bench looking at the sea
John Williams | Jun 18, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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