by Andrew Rabon on May 8, 2026.
Many people treat financial planning like a one-time task. They open retirement accounts, invest money, maybe create a simple estate plan, and assume they are set for life. But life does not stay the same for very long.
by Andrew Rabon on March 13, 2026.
How do you reconcile your head and your heart when the two seem at odds—especially when money is involved?
by Andrew Rabon on January 30, 2026.
When markets feel gloomy, and headlines grow louder, an advisor helps separate noise from reality
by Dave Conley on January 16, 2026.
One of the biggest questions families ask is simple but important: What’s the best way to pass assets to loved ones after we’re gone? Two common tools are Transfer-on-Death (TOD) designations and trusts. Both can work well—but they do very different jobs. Transfer-on-Death (TOD): Simple and Direct A Transfer-on-Death designation lets you name who receives...
by Andrew Rabon on January 2, 2026.
Financial markets, news, social media, and even the church potluck are saturated with commentary. Intelligence and information are common; discipline is scarce.
by Andrew Rabon on November 26, 2025.
Thanksgiving was born out of hardship, meant to unify the nation, and still serves as a reminder to be grateful and united today.
by Andrew Rabon on October 31, 2025.
When it comes to investing, stories can be powerful. A good story can make people excited, confident, or even a little fearful — and those emotions can move the market just as much as company performance does. When that happens, people start buying or selling based on headlines and hype rather than what a company is actually worth.
by Andrew Rabon on October 24, 2025.
Baseball Hall of Famer Yogi Berra once said, “Baseball is 90% mental; the other half is physical.” The same can be said about money and investing — 90% of it is behavior, and the other “half” is knowledge.
by Dave Conley on February 9, 2024.
As a seasoned financial planner with over three decades of experience in the industry, I've witnessed countless instances where investing common sense has clashed with our natural instincts. It's a fascinating paradox...
by Dave Conley on August 25, 2023.
What is in a simple Estate Plan? If you’re like most people, with a few kids and a house, you only need a will. You can use an online service like www.freewill.com or www.mamabearlegalforms.com. The most common option is to meet with a local lawyer to help you discuss and setup the three documents needed...