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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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 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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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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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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“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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Anybody else remember the drop of your stomach when your folks drove a hilly country road and you weren’t expecting the quick downhill drop? We never knew when the highs and lows or the next turn was coming—sounds a lot like the markets, doesn’t it?
Where are you on the ride? Check out Caitie’s take on thrill rides and the rhythms of the markets this week
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If you’re looking for an excuse to give up, you’ll always find one. How to change the tire and get back on the road.
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Pride Month reminds us of the courage it takes to embrace our own sense of things. That same dedication to individuality matters in our professional and financial lives, too—because true progress only happens when we stay anchored to our own integrity. What does megastar Taylor Swift have to teach us about trusting your gut? We break it down in this week’s video.
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How do you measure a year in the life? Our former CEO Mark Leibman is celebrating a handful of exciting milestones! We’d love for you to take a minute to hear all about it from Mark himself.
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