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Latest Articles Written by our Team

Tactical Portfolios: Navigating Bull and Bear Markets
Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

The Leisure Lie: A Retirement Unfulfilled?
Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.

Virtual Webinars with Our Experts

Exclusive Webinar with Rachel Cruze, Best-Selling Author of Love Your Life, Not Theirs
Love Your Life, Not Theirs: The Pursuit of Contentment
What if having more isn't the same as living better?
We live in a world that makes comparison almost impossible to escape. Social media, lifestyle upgrades, bigger homes, newer cars, and someone else's seemingly perfect life can leave us wondering if we're falling behind—or if what we have is simply not enough.
But what if the secret to a richer life isn't having more? What if it's learning to be content with what you already have?
Join Rachel Cruze of Ramsey Solutions for an engaging and honest conversation with John-Mark Young, CFP® and Tim Hilterman, CFP® as they explore the powerful connection between money, comparison, gratitude, and contentment.
Inspired by the themes of Rachel's book, Love Your Life, Not Theirs, this conversation will go beyond financial numbers to explore what it really means to build a life you love—without constantly measuring it against someone else's.
During this conversation, we'll explore:
Why comparison can make even a good financial life feel like it's not enough
How to recognize the difference between healthy financial goals and the pressure to keep up
The role gratitude and contentment play in our relationship with money
How our spending habits can be influenced by the lives we see around us
What it looks like to enjoy the life you've worked hard to build
How to pursue financial goals without always feeling like you're behind
Practical ways to shift your perspective from “What am I missing?” to “What do I already have?”
Meet Our Special Guest: Rachel Cruze
We're thrilled to welcome Rachel Cruze of Ramsey Solutions for this special conversation. Rachel is a #1 New York Times bestselling author, financial expert, and host of The Rachel Cruze Show. Known for making money conversations practical, relatable, and empowering, Rachel brings a fresh perspective on breaking free from comparison, finding financial peace, and discovering true contentment.
Your Life. Your Money. Your Definition of Enough.
This isn't about giving up your goals or settling for less. It's about learning to recognize when more isn't necessarily better—and discovering the freedom that comes from appreciating the life you're already building.
Come ready for an honest, encouraging conversation that may change the way you think about money, success, and what it means to live a life you love.
Register today and join us for this special live online event!
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