In this podcast, we dive into the numbers, address recent market movements, and explain why a long-term perspective remains essential. Multiple market all-time highs year to date. What now?

Mortgages are a critical piece of an individual’s overall financial strategy. In this podcast, Mike Nesheim hosts mortgage consultant Tyler Wiltse to discuss interest rate trends, refinancing, and more.

Stock quote: “What is written clearly is not worth much, it’s the ambiguity that counts.” Well Balanced Vol. 33 is a round-up of topics to help you get today right.  

Medicare annual enrollment is underway through Dec. 7, and millions of individuals may find picking a plan is much harder this year than in the past.

In this article, we’ll explore the connection between memory care, major life transitions, and the importance of having a solid financial plan in place.

Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 million Americans will increase 2.5 percent in 2025.

Timing and successfully trading the market is almost impossible. However, with time in the market, investors benefit from the market’s historically long-term growth profile: recovery and climb.