Housing Momentum Fades, Policy Pressures Rise — James Derrick
Many Americans plan to fund retirement by tapping the equity in their homes. Now, politicians…
SFSMarch 2, 2026
Women are Changing the Wealth Landscape — Amy Hansen
Women are playing a bigger role in retail financial markets than ever before. In the…
SFSMarch 2, 2026
Why Some Investors Switch to Direct Indexing — Mikal Aune
After several strong years in the market, many investors are sitting on sizable gains. When…
SFSMarch 2, 2026
The Do’s and Do Not’s of Debt — Parker Thompson
Debt is becoming an increasing issue for our government, as well as for individual families.…
SFSMarch 2, 2026
Healthy, Wealthy, & Happy! — Roger Smedley
Mahsa Tehrani, MD, a board-certified rheumatologist, said, “The number one predictor of whether or not…
SFSMarch 2, 2026
Artificial Intelligence & Financial Advisors — Jordan Hadfield & Parker Thompson
Artificial intelligence is rapidly growing and continues to become more sophisticated and powerful. There is…
SFSJanuary 2, 2026
Financial Wellness Check-Up — Shane Thomas
As we begin a new year, January is an excellent time to review and renew…
SFSJanuary 2, 2026
What’s Your Number? — Jordan Hadfield
For many years, I worked as a professional skydiver. Taking first-time jumpers tandem, coaching newer…
SFSJanuary 2, 2026
From Tulips to Technology: How “Good Bubbles” Shape History — James Derrick
Modern financial markets are often traced back to the Dutch, who pioneered new ways to…
SFSJanuary 2, 2026
From Inheritance to Stewardship: Redefining Family Wealth — Mikal Aune
When passing on wealth to the next generation, families often get stuck on the numbers:…
SFSJanuary 2, 2026