Integrating Financial Wellness into Men’s Health Month

June is Men’s Health Month. While much of the focus during this month is on physical health and wellness, there are other aspects of wellness that contribute to overall health, such as finances. Discover how financial wellness integrates into Men’s Health Month in our latest article.

Gifting Stock Portfolios to High School Graduates

As high school graduation season approaches, many families are contemplating the perfect gift to commemorate this milestone. Discover why considering the unconventional gift of stock portfolios may be an option for your high school graduate.

Spring Cleaning Your Finances

As spring is a time of renewal, it serves as an opportunity to refresh your finances. Discover more about spring cleaning your finances in our latest article.

Government Shutdown and What it Means

Every year, Congress must pass budget legislation for the next fiscal year by October 1st, consisting of 12 appropriation bills. Congress currently has not yet enacted any of the 12 bills that make up the discretionary spending budget for FY2024, meaning that a shutdown after September 30th is a real possibility once again.

Preparing Your Family to be Good Stewards

In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your legacy and what it means to strategically prepare your family to be good stewards.

Stewardship and Families

Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good steward in our latest article.

Hiking Mount Kilimanjaro

Just like hiking, investments require endurance. Discover how hiking and investments have parallel lessons through the eyes of Investment Advisor, Fabian J. Rodriguez.

Lessons from the Tour de France

The Tour de France, the world’s most prestigious cycling race, showcases the remarkable synergy between individual effort and team strategy. Discover the similarities between investment strategies and the strategies of the teams participating in the Tour de France in this article.