Insights

Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Recent Insights

[Cup of Joe] Market Forecasts and Better Questions to Ask

December’s Cup of Joe looks at why annual market forecasts are often unreliable and what investors should focus on instead. Joe breaks down historical market returns, the wide gap between predictions and reality, and how shifting the conversation toward portfolio structure, risk management, and controllable decisions leads to better long term outcomes.

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Cup Of Joe

Each month we strive to bring you insightful commentary on a broad range of topics within investing and financial planning. Our aim is to simplify market noise and abstract economics with simple, understandable language, providing timely perspective in small servings.

[Cup of Joe] Market Forecasts and Better Questions to Ask

December’s Cup of Joe looks at why annual market forecasts are often unreliable and what investors should focus on instead. Joe breaks down historical market returns, the wide gap between predictions and reality, and how shifting the conversation toward portfolio structure, risk management, and controllable decisions leads to better long term outcomes.

Read More »

Money Moves with Maggie

Divorce Source

Discover the diverse divorce paths available for settlement, including traditional litigation, negotiation, mediation, collaborative divorce, and do-it-yourself divorce. Empower yourself with knowledge and guidance on choosing the right path for your divorce journey.

When Love & Legacy Collide

Nicole Kidman and Keith Urban’s separation after 19 years underscores that even long, seemingly perfect marriages face challenges. Their story reflects what many experience in

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Press Releases

Business Acceleration

5 Ways to Navigate Divorce and Back-to-School Season With Confidence

As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through a divorce, this “back-to-school” season may feel anything but routine. It might mark the first time you’re managing drop-offs and homework alone. Or the first time your children spend part of the week somewhere else.

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Wealth Management

End of Year Financial Checklist

As the year comes to a close, it is the perfect moment to review your financial world, make thoughtful updates, and ensure everything aligns with your goals. A strong finish sets the tone for a confident start to the year ahead.

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