Tim's Latest Insights

Planning your finances can feel overwhelming, and most financial content out there doesn't help. Market reports full of charts, graphs, and jargon have a way of making things even more confusing. In our insights, Tim covers the topics that actually matter to you, in plain language you don't need a finance degree to understand.

Enough

John D. Rockefeller, one of the wealthiest people in history, was once asked how much money was enough. His famous reply: "Just a little bit more." It reminds me of a kid's book I read to my kids called Morris Wants More.

What War?

The Iran war is not over, but don’t tell the stock market. What looked like the beginning of a downturn in March quickly reversed in April. Now we’re back making all-time highs again.

Pepper-ation for What's Next

A Coast Guard reservist shares how being pepper sprayed during mandatory law enforcement training parallels the "pepper-ation" process used to stress-test client investment accounts. Learn how recent portfolio adjustments across conservative and growth accounts are helping prepare for whatever the market throws our way.