In our 2026 Halftime Report, we break down why the stock market is still growing—up 10% this year—thanks to strong company earnings and big investments in AI. We also review the overall health of the economy and explain why sticking to a long-term plan beats stressing over daily news headlines. Frequently Asked Questions: Is the […]
2026 Investment Update Halftime Report Read More »
Insurance is often one of the most misunderstood components of a comprehensive financial strategy. It can be confusing to determine what coverage you should keep, what you might need to drop, and where you may be underinsured. https://youtu.be/piuSW6-x1Bs Frequently Asked Questions: What is the difference between term and permanent life insurance? Term life insurance provides
Insurance: What You Actually Need (and What You Don’t) Read More »
This month, Nora was joined by Nic and Shaun for a webinar on investing beyond traditional markets, with focus on private equity. They explained how private equity works, the ways to access it, and the major trade-offs, including illiquidity, valuation uncertainty, high fees, leverage, tax complexity, and limited transparency. The session closed with practical questions
The world of personal finance is full of conventional wisdom. Some strategies are treated as absolute necessities, while others are often dismissed without a second thought. But personal finance is inherently personal, and a strategy that works perfectly for one family might be entirely wrong for another. https://youtu.be/ITT9PDKE_J4 Frequently Asked Questions: Are 529 college savings
Overrated or Underrated? Planning Tools, Hot Takes, and Guilty Pleasures Read More »
Navigating the modern economic landscape requires looking past daily news cycles to understand the underlying trends shifting the business world. From nostalgia driven corporate restructuring to the evolving realities of artificial intelligence, major changes are occurring across multiple industries. https://youtu.be/_qFfT0SwM9Q Frequently Asked Questions: Why are some classic retail and food brands moving toward private equity?
Talking Headlines: June 2026 Read More »
This educational webinar breaks down the fundamentals of equity compensation, exploring how Restricted Stock Units, stock options, and Employee Stock Purchase Plans can fit into an overall wealth strategy. Because tax implications and vesting schedules are often complex, the hosts emphasize the importance of reviewing your unique financial situation with a qualified professional before making
Understanding Your Equity Compensation: RSUs, Stock Options & More Read More »
Most financial advice on social media sounds simple, confident, and convincing… and that’s exactly why it’s dangerous. The problem isn’t that people are trying to learn; it’s that they’re trusting advice that’s designed to sell, not to work in real life. In this episode, the team breaks down some of the most common “hot takes”
Bad Social Media Advice Read More »
In this episode of Balance Your Wealth, the panel breaks down how interest rates affect home buying, car loans, savings, refinancing, and even tax strategies like Roth IRA planning. If you are trying to decide whether to act now, wait, or adjust your financial plan, this episode gives you a clear framework to make smarter,
Interest Rates & Decisions: How Rates Shape Buying a Home, Cars, Cash, and Refinancing Read More »
https://youtu.be/P6a4MrfQLSc We are living through the largest wealth transfer in history, yet most families are completely unprepared. In this episode of Balance Your Wealth, the panel breaks down the biggest mistakes that can destroy generational wealth, from poor communication to flawed estate planning and missed tax strategies like Roth IRA planning. If you want your
The Wealth Transfer Era: What Families Get Wrong Read More »
How well do the people closest to us understand the financial terms we use every day? In this episode of Balance Your Wealth, the team runs common investing terms by their spouses and shares the funny, surprising, and sometimes surprisingly accurate responses. From ETFs and basis points to IPOs, blue chip stocks, and Bitcoin, the
Asking Our Spouses Financial Jargon Read More »
