Smart Summer Travel Tips — Shane Thomas
Summer is the season for making memories. Whether you are planning a girls’ getaway, a…
SFSJune 1, 2026
The Pink Wheel of Roth Conversions — Jordan Hadfield
Recently, my children asked if I would buy them orange sorbet. At that moment, orange…
SFSApril 30, 2026
4 Better Ways to Spend Your Tax Refund — Amy Hansen
A tax refund can feel like free money and an excuse to splurge. And sure,…
SFSApril 30, 2026
The Predictive Power of Oil — James Derrick
Economic growth continued in early 2008, even as pressure in the housing market intensified. That…
SFSApril 30, 2026
The Great Widow Transfer — Parker Thompson
If you have not yet heard of the “Great Wealth Transfer,” you likely will soon.…
SFSApril 30, 2026
Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune
In February 2026, the Dow Jones Industrial Average crossed 50,000 for the first time in…
SFSApril 30, 2026
Building a Smart Savings Strategy — Shane Thomas
Understanding what you earn and creating a realistic budget are two essential steps in managing…
SFSApril 1, 2026
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