
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.
FedEx Pension, Windfalls, and the Pilot’s Legacy Playbook
In this episode, Ryan and Dave Befort talk through the money moments FedEx pilots face when contracts, pensions, and career milestones converge.
How to Keep Social Spending From Derailing Your Financial Goals
Friends can bring out the best in us. But sometimes they can also bring out the worst. Especially when it comes to overspending on social occasions.
Wealth Watch: Red Charts, Green Light: What the HCM-BuyLine® Says
The market has weakened and so has the HCM-BuyLine®, but it is still positive and as we always say, when the HCM-BuyLine® is positive all pullbacks should be considered buyable.




