by Julie Long | Jun 11, 2026 | Financial Planning, General, Investment, Investment Management, Retirement, Retirement Planning
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk...
by Julie Long | Apr 16, 2026 | Financial Planning, Financial Wellness, General, Retirement Planning, Retirement Savings, Tax, Tax Strategy, Wealth Management Strategies
Tax season may be behind you, but don’t stash away your tax return quite yet. It’s full of information that might help you improve your finances or make a difference in next year’s tax picture. Here are four things you could learn from reviewing your...
by Julie Long | Apr 9, 2026 | Asset Allocation, Financial Planning, Financial Wellness, General, Investment, Investment Management, Market & Portfolio Insights, Portfolio, Retirement, Retirement Planning, Wealth Management Strategies
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation, market forces may quickly begin to tweak it. For example, if stock prices go up, you may eventually find yourself with...
by Julie Long | Feb 19, 2026 | General, Investment, Retirement
Legendary investor Warren Buffett is famous for his long-term perspective. He has said that he likes to make investments he would be comfortable holding even if the market shut down for 10 years.Investing with an eye toward the long term is particularly important with...
Best-In-State Wealth Management Teams (2025 & 2026) 