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Blog

An overhead view of someone walking on a tightrope high above a forest.
Steven Neeley | Mar 16, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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A crate overflowing with a harvest of vegetables.
Steven Neeley | Feb 25, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Two people working at a table in an office using a calculator.
Steven Neeley | Jan 28, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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Digital art of a lawyer standing next to a large document and gavel.
Steven Neeley | Jan 14, 2025

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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A person walking on stone steps on an outdoor pond.
Steven Neeley | Jan 9, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Steven Neeley | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Steven Neeley | Dec 5, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

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A mountain range
Steven Neeley | Nov 27, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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Man sitting at a long table in front of a window. He is looking at his phone.
Steven Neeley | Nov 12, 2024

Alternative Income Ideas: Diversifying Beyond Traditional Passive Income Investments

Investments
Savings
Passive Income
Retirement Income
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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A woman standing and smiling in a busy office building.
Steven Neeley | Nov 11, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments
Finance
Lifestyle
Savings
Family

What money topics are the most taboo to talk about?

Earnings, debt, inheritance, or net worth?

For most of us, many financial topics are simply off-limits.1

That

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A grove of orange trees.
Steven Neeley | Oct 29, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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Person doing taxes
Steven Neeley | Oct 24, 2024

Two Overlooked Tax Strategies That Could Save Business Owners Millions

Retirement
Tax Planning
Business Owners
"From retirement plans tailored for business owners to deductions and credits that can help minimize taxable income..."
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