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 ...
The Stock Market Is Not the Economy
Turn on the news. Every headline screams doom. Recession fears. Market volatility. Political chaos. Global uncertainty. If you've built real ...
Money Is a Tool — A Meaningful Life Is the Goal
For decades, the financial industry has trained investors to view money as a scoreboard. The focus has often been on ...
