To Convert or Not to Convert, that is the Question
Many of you have asked whether you should move money from a Traditional IRA into a Roth IRA before required ...
Election, AI and Your Money
Every election cycle, something remarkable happens. Half the country becomes convinced that if their candidates lose, the economy is doomed ...
The Social Security Fix: Which Levers will they Pull?
What current and near-retirees should know — and what they should not overreact to. The 2026 Social Security Trustees Report ...
Why Market Volatility Can Be One of Your Greatest Financial Advantages
If you've been investing for any length of time, you've probably heard someone say, "I wish the market would just ...
A Nation That Argues With Itself — And Markets That Keep Compounding Anyway
Every election season, clients ask a version of the same question: "Given everything happening in Washington, shouldn't we do something ...
The Retirement Plan Nobody Talks About
“Get the money right, and everything else takes care of itself.” That's what most people believe walking into retirement. After ...
Can I Afford to Retire?
“Randy… can I afford to retire?” I hear some version of that question almost every week. Sometimes it's “will my ...
Artificial Intelligence Is Changing Almost Every Industry — Including Financial Advice
Artificial Intelligence is transforming nearly every industry at an extraordinary pace. Healthcare, law, education, transportation, accounting, marketing, and financial services ...
