
The Pros & Cons of the New Trump Savings Accounts
On the surface, Trump Accounts look like a win: free money for newborns, long-term investing, and a built-in head start toward adulthood.
Should I Buy? Should I refinance?
With interest rates recently dropping to some of the lowest levels we’ve seen in four or five years, I’ve been getting a lot of questions: Should I buy right now? Should I refinance?
15% Tariff and Future Uncertainty
There’s been a lot going on in the world lately, and I’ve had some clients asking about the recent market volatility, so I put together a short video to share some perspective
Financial Lessons from a Snow Day
Ryan connects familiar winter moments to smarter long-term thinking, reminding us why preparation matters before the storm hits.
Wealth Watch: AI Fatigue is Real – And It Can Make You Money
AI fatigue is setting in, but Vance Howard says that cooling hype could actually open the door to new opportunities for disciplined investors.
2025 Tax Documents
Several clients have been reaching out recently with questions about tax documents and timing for filing, so I wanted to resend a short video I recorded about a month ago that walks through the key things to keep in mind this time of year.



