AI and Charles Schwab Issues
AI can be a helpful co-pilot, but when it comes to retirement decisions, always cross-check the instruments before trusting the reading.
The More Time You Spend in the Market, the Better Your Chance of Success
The longer you stay in the market, the more time you give your investments to navigate turbulence, weather market cycles, and stay on course toward your long-term goals.
Whether It Causes You to Overspend or Underspend, Fear Should Not Drive Financial Decisions
Don’t let financial fear take the controls—build a clear plan, stay on course, and make room to enjoy the retirement you worked hard to earn.
How a Fall Tax Review Can Save You Money and Lower Your Stress
A fall tax review is like a pre-flight check for your finances—spot potential savings, reduce surprises, and keep your retirement plan flying smoothly.
The Market Is Selling Off — Is This a Buying Opportunity?
The recent market sell-off is creating an interesting opportunity, especially for those with cash sitting on the sidelines. If you’ve recently received your APRP check and want to put some money to work, let’s talk.
Why You’re More Likely to Succeed in Self-Improvement in the Fall
Fall is the perfect time for a fresh takeoff—use the change of season to reset your habits, sharpen your goals, and build momentum toward a better retirement.
When Should You Start Taking Social Security?
Deciding when to claim Social Security is more complicated than simply choosing the largest possible benefit. Your health, financial needs, retirement goals, and overall financial plan can all play a role in determining the right time to start.
Summer End Market Update
Market pullbacks can be uncomfortable, but they don’t change the long-term plan. Stay patient, trust the process, and remember that discipline—not emotion—is what builds lasting success.
Important Update for Spirit Pilots Regarding the 401(k) Plan
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Wealth Watch: Is the Iran Impasse a Bullish Case for Brazil?
Vance Howard suggests that geopolitical stand-offs, like the Iran impasse, can redirect opportunity — noting that markets like Brazil may benefit as global capital adjusts to shifting risks.