Blog
A trusted source for trusted insights and practical tips to navigate the ever-changing world of personal finance. From saving strategies to investment guidance, we’re here to empower you with the knowledge and tools to achieve your financial goals.
Let’s be honest: nobody gets excited about estate documents. They rank somewhere between a dentist appointment and cleaning out the garage. But these papers are one of the kindest gifts you can give the people you love. When life takes an unexpected turn, they turn a stressful, confusing moment into...
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Derek Stone
There’s a lot driving the economy and markets right now, and on September 22, we had the chance to sit down with Kevin Gordon and talk through it over coffee. Kevin is Head of Macro Research and Strategy at the Schwab Center for Financial Research. You may have seen him...
- Kirsten Halpin
Mortgage rates remain more than double where they sat in 2021, according to recent data [1]. Higher rates have cooled activity, but the desire to own a primary home — or a place to escape to — hasn’t gone anywhere. Second-home purchases actually rose 4.1% in 2025 [2]. Most buyers...
- Dave Valdez, CWS®, ChFC®
When it comes to investing, there are many factors that guide a confident decision to buy. In addition to core principles, mutual funds and exchange traded funds (ETFs) have differing structures that make choosing how to invest a layered decision. In this article, we will explore due diligence considerations that...
- Ben Duhrsen
Whether you’re welcoming a new baby into your family, encouraging your daughter to save for retirement while working her first summer job, or planning for a grandchild’s college education, there are several account structures and planning strategies that can help you and your family reach your goals with flexibility and...
- Leah Levingston, CFP®
It’s hard to believe we’re already halfway through the year. Summer calendars fill up quickly with vacations, fun activities, and time spent enjoying the longer days, making it easy for financial goals to take a back seat. Yet the middle of the year provides an excellent opportunity to pause, reflect,...
- Derek Stone