Are AI Stocks in a Bubble, or Just Leading the Next Cycle?
AI is everywhere, your phone, workplace, in headlines, and yes, even in stock charts. U.S. markets have set repeated record highs in 2025, which naturally raises the question: Is this the next tech bubble, or is there fundamental fuel behind the rally? Below is a look at what’s happening and how to invest prudently without […]
Gold Prices Are Soaring – But Does It Really Belong in Your Portfolio?
Just because gold is in the news doesn’t mean it deserves a spot in your plan. Let’s take a step back and look long-term. Gold is having its moment. Prices are up, news outlets can’t stop talking about it, and maybe you’ve even wondered if you’re missing out. But here’s the thing: before jumping in, […]
Transform Your Future with Financial Coaching
If you’re between 35 and 50 and living in Scottsdale, you’re probably balancing a lot right now. Maybe you’re saving for your children’s college while trying to grow your retirement accounts. Maybe you’re dealing with taxes, mortgages, or figuring out how to keep up the lifestyle you’ve worked hard for. It’s a lot to juggle. […]
Designing Legacy: Estate Planning That Protects Your Family
You’ve worked hard to build what you have. The next step is making sure it doesn’t get lost or tangled up when you’re not around. Estate planning isn’t just for the rich or people close to retirement. It’s really about making sure the things you own end up where you want them, and your family […]
Smart Financial Moves to Make When Markets Hit Record Highs
The market’s hitting record highs and everyone’s buzzing. You check your portfolio and it’s looking pretty sweet. Feels good, right? The big question is… what now? Some folks jump in with both feet, thinking the ride will never end. Others freeze up and just watch from the sidelines. But if you are earning well and […]
Strategic Investing: A Guide to Intelligent Wealth Management
Investing isn’t about beating the market or jumping on the next trend—it’s about building a strategy that aligns with your values, supports your long-term goals, and adjusts as life evolves. Smart investment management transforms uncertainty into confidence by combining structure, discipline, and evidence-based strategies. This guide breaks down the essentials of investment planning, core portfolio […]
