A question we sometimes get is, “Are you a fee-only advisor”? In other words, is all your revenue derived from fees paid to you by clients, either for planning or investment management, or do you receive any commissions from companies for distributing their financial…

In her July 2025 piece, Geopolitical Jitters, Karen Umland offers a timely reminder that long-term investing requires resilience in the face of global unrest. The recent conflict between Israel and Iran has stirred uncertainty, but history shows that markets have…

Let’s be honest—long-term care insurance isn’t exactly the most exciting topic at brunch. But if you’ve ever seen a loved one navigate the costs of assisted living or in-home care, you know it’s a conversation worth having. So, when’s the right time to buy long-term…