The Vacation Home Problem: Who Gets It, Who Pays for It, and Who Actually Wants It

Before a vacation home passes to the next generation, the estate plan needs to answer three questions: Who ...
Jul 14, 2026, 3:38:36 PM
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Market Flash: Wall Street’s Fee Machine

Coverage: July 8th, 2026 - July 14th, 2026 U.S. stocks finished last week with a familiar split. The S&P ...
Jul 14, 2026, 2:15:47 PM
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Why the Dollar, Gold, and Bitcoin Have Been So Volatile Lately

The U.S. dollar plays a central role in financial markets, the broader economy, and daily life. It is the ...
Jul 8, 2026, 1:52:06 PM
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How Much Does a Financial Advisor Cost?

The advisory agreement says 1%, but the prospective client cannot tell whether that means $1,000, $10,000, or ...
Jul 7, 2026, 7:03:00 PM
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Market Flash: A.I. Take the Wheel

Coverage: July 1st, 2026 - July 7th, 2026 Markets came back from the holiday weekend with AI firmly back in ...
Jul 7, 2026, 1:57:50 PM
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Ask Tim: Sell the Business, Then Make the Cash Behave

July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...
Jul 1, 2026, 12:29:14 PM
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Quick Answers: Will vs. Trust — Which Fits Your Situation?

A will and a trust both answer the same basic question: what happens to your money, property, and ...
Jul 1, 2026, 9:42:34 AM
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The Household CFO Problem: What Happens When One Spouse Knows Everything

A household financial plan should not depend on one person being alive to explain it.
Jun 30, 2026, 10:37:39 AM
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Market Flash: Inflation and the World Cup Heat Up

Coverage: June 24th, 2026 - June 30th, 2026 U.S. stocks bounced Monday, with the S&P 500 up 1.2%, the ...
Jun 30, 2026, 9:58:16 AM
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Quick Answers: Should You Take Social Security at 62, 67, or 70?

The question appears simple, although the implications are anything but. Social Security is one of the few ...
Jun 24, 2026, 12:27:45 PM
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