Financial planning blog

Timely and free financial planning advice

Stock market trends and investor concerns in financial planning

May 14, 2024

Investors Wall of Worry and Clouds of Uncertainty

The photo above is created with artificial intelligence (AI). It has a huge wall and, in the background, clouds that either look ominous or promising. In my opinion, the wall is ugly and the sky is beautiful. What do you think? Let's spend a few minutes on each of these images, the wall and the...

May 14, 2024

Wealth and Wellbeing Album

A great resource for you to help your loved ones at the end of your life, and after you pass away.

Speaker giving investment advice with market chart

May 7, 2024

2024 Q1 Investment Market Commentary

Read our most recent investment market commentary. In brief, the year 2024 was off to another good start for equities. Bonds are struggling a little bit. Alternative investments are doing well. Our research team is less excited about emerging markets now, and we made a change back to our long-term, strategic allocation between international and...

Mother and daughter enjoying quality time, symbolizing financial security

May 5, 2024

How Automatic Contributions to Investment Accounts Help in Retirement

Put retirement on autopilot, with examples.

April 30, 2024

Facing Illness with Confidence and Control, End of Life Planning

April 16, 2024

Investing In Artificial Intelligence Starts with Semiconductors

Artificial intelligence starts with semiconductors. We have had two great presentations from two different companies investing in AI. Click here to watch the recording from Sands Capital. Click here to watch the movie from Baron Funds. With semiconductors, earnings per share have risen 10x and the share price has also increased 10x over 10 years....

The role of AI in modern investment decision-making

April 3, 2024

Artificial Intelligence and What it Means for Your Investments and Your Future

Learn the fundamentals of artificial intelligence and watch 2 movies from AI experts who are investment managers.

Seniors reviewing financial paperwork with a wealth advisor.

March 26, 2024

How Do You Make a Plan without a Prognosis?

"How do you make a plan today when you have no idea what could be happening some day in the future?" Find out what Annalee had to say!

March 19, 2024

Aging Plans with Annalee Kruger

An aging plan helps you make difficult decisions now and communicate them to your loved ones. This way, you can live with independence and dignity all the days of your life on earth. Watch our Aging Plans movie to learn more! Skip ahead to: Questions an aging plan answers (19 min) Family meetings (28 min)...