With ongoing inflation concerns and market volatility, many investors turn to gold and silver without fully understanding their role in a portfolio. Common missteps include overallocating to precious metals, overlooking volatility and storage costs, and expecting income generation where none exists. These decisions can quietly limit long-term portfolio growth.

In our latest blog, Curtis breaks down the key benefits and drawbacks of investing in gold and silver—and how they may (or may not) fit into a well-diversified investment strategy.

Exchange-Traded Funds (ETFs) have become one of the most popular investment options for investors seeking diversification, low costs, and flexibility—but many people still aren’t sure why they’re so effective. From instant diversification and tax efficiency to transparent, low-cost access to the markets, ETFs offer a powerful way to build and manage a long-term investment portfolio.

In our latest blog, Curtis breaks down what ETFs are, how they work, and why they’ve become a cornerstone of modern investing—whether you’re just getting started or refining an existing strategy.

As the year comes to a close, markets often enter a period known as the Santa Rally, a seasonal trend where stock prices have historically risen during the final trading days of December and early January. While the Santa Rally has occurred more often than not, it’s far from a guarantee—and understanding why it happens (and when it doesn’t) matters more than chasing short-term returns.

In our latest blog, Curtis breaks down the data behind the Santa Rally, what it may signal for the year ahead, and why long-term investors should view it as context—not a strategy.

As clients reach the age for Required Minimum Distributions (RMDs), one question comes up again and again: “Is there any way to avoid—or at least reduce—the taxes on these?”

In this post, Curtis walks through practical strategies that can help minimize the tax burden of RMDs.

Many people—no matter their income or stage of life—fall into the same financial traps without realizing it. From high-interest debt to tax-inefficient decisions, these mistakes can quietly erode long-term progress.

In our latest blog, Curtis breaks down the five most common pitfalls I see and how the right financial guidance can help you avoid them with clarity and confidence. If you’re looking for a smarter, more intentional approach to your money, this is a great place to start

In our latest blog, Curtis breaks down three powerful strategies that can help you maximize your contributions while supporting the causes you care about. From donor-advised funds to qualified charitable distributions and gifting appreciated assets, these tools can elevate both your philanthropy and your financial plan.

Read the full post to explore how thoughtful giving can benefit you and your favorite organizations all year long.

DIY investing can seem like the most cost-effective way to manage your money—but the hidden costs often outweigh the savings. From emotional decision-making to missed tax strategies and the time required to manage a portfolio effectively, going it alone can be riskier than it appears.

In our latest blog, Curtis explores why partnering with a financial advisor can help you stay disciplined, optimize your strategy, and ultimately protect both your portfolio and your peace of mind.

Economic uncertainty can be challenging for investors, but with the right strategy, it’s possible to navigate volatility with confidence and discipline.

In our latest blog, Curtis explores key principles for investing during uncertain times — including maintaining a long-term perspective, diversifying your portfolio, rebalancing strategically, and leveraging professional guidance.

Market volatility can feel unsettling, but it doesn’t have to derail your financial journey. By following a clear investment plan, maintaining a long-term perspective, and applying strategies like diversification and disciplined contributions, you can navigate turbulence with confidence.

In our latest blog, Curtis shares practical steps to help you stay focused, avoid emotional decisions, and keep working toward your financial goals—even in uncertain markets.

Choosing a financial advisor is one of the most important decisions you’ll make for your future. The right advisor should act in your best interest, provide transparency on fees, and align their strategies with your goals.

Curtis shares the key questions you should ask before making this critical choice—helping you feel confident and informed in selecting the right partner for your financial journey.