Our spending habits matter, but it’s not just about investing our money. How do we get our time to pay us dividends?
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Greg Checks In: A Personal Announcement
Celebrating 30 years means we honor the teammates that make this thing possible, to this day. It’s also about the team going forward from here! In this brief video, Greg shares an important personal update with our community, and we couldn’t be more thrilled. 🎉
We invite you to take a moment to learn about what changes—and what doesn’t—in Greg’s future.
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Dazzled by Diamonds?
No matter how beautiful, some flowers still have thorns. And no matter how flashy, some salespeople will have them too. Remember that not every person you meet will have your best interest at heart. Don’t let any peddlers dazzle you with diamonds! It never hurts to ask for a second opinion.
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What’s The Best Time To Start?
“Well begun is half done,” the proverb says. And we tend to agree. Since it’s your journey, we don’t like to sweat the particulars: it’s never too early to start, but it’s also never too late.
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Friends, Waffles, and Work
In Parks & Recreation, the heroine Leslie Knope knows exactly what she’s about: waffles, friends, work. No matter what, “work is last.” The thing is, Leslie loves work and loves being of service. She helps us remember why we work—and what we want for our relationships and our legacy.
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We Are All Connected
It’s not as simple as “us” and “them.” Whether it’s politics, social issues, or economics, there are real costs when we forget the fundamental truth: we are all connected. This week Mark takes a thoughtful look at how our choices and lives are tied to one another. What’s the future we want to build, together
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You already have it within you?
You don’t need to follow a yellow brick road or consult a man behind a curtain to feel confident about your financial future. This week, Greg borrows a little inspiration from a classic story to remind us the key to a successful retirement may already be within our reach.
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Going public: Billy’s thoughts on IPOs
Initial Public Offerings (IPOs) have been in the headlines lately. More than a dozen companies offered IPOs in June 2026. So we’re encouraging you to take five minutes to hear Billy talk about our take on IPOs.
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It’s Your Story
Even heroes get knocked down a time or two when fighting their monsters. There may be a couple of bumps in the road, but what good plot doesn’t have some conflict? With our passions in mind, a little bit of perseverance, and a good plan, we all get to be the hero of our own story. Want to talk through what’s important in your story? Call or email to chat.
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Distracted by Shiny Objects?
“There’s gold in them thar hills!” Gold and the rush to grab it have fascinated Americans for so long.
We’ve been hearing again about the allure of it and other precious metals as investments. Hear from Greg on whether the enchantment makes sense for us.
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