If you have someone in your life who wants to invest better, build real wealth, or finally get clarity on what their portfolio should look like, this book makes the perfect holiday gift. How to Build Portfolios That Actually Work gives readers a real-world framework for income, growth, tax efficiency, and thematic opportunities. It is a gift that actually helps someone improve their financial future.

October is the ideal time to safeguard your financial future. In this post, we’ll walk you through how to review your existing insurance, consider supplemental policies, and shop for competitive rates—turning insurance from a cost into protection.

As we reach the halfway mark of the year, June is the perfect time to hit “pause” and reflect on your financial journey. A mid-year check-in allows you to evaluate progress, make necessary adjustments, and ensure you're still on track to meet your 2025 financial goals. Whether you're saving for retirement, a home, or just trying to manage your budget better, these three actions can help realign your financial strategy.