Ask ten financial advisors whether you should pay off your mortgage before retiring, and you’re likely to get ten different answers — and all of them might be right, depending on your situation. The conventional wisdom that responsible retirees enter retirement debt-free has real merit for some people, but for others it’s a rule that […]
If you’ve ever pulled up a college savings calculator and felt an immediate knot in your stomach, you’re not alone — and you’re probably not as far behind as you think. The benchmarks that investment firms publish are useful planning tools, but they’re built on assumptions that rarely match any real family’s situation, and they […]
It seems like a tempting offer; lower fees are certainly a benefit, as costs impact total return for investors. However, an early investor discount isn’t the only factor to consider (nor is it the most important) when deciding if a private equity opportunity is right for your portfolio. Before locking up a portion of your […]
You’ve talked about retirement. You’ve even run some numbers. But somewhere beneath the spreadsheets, there’s a question neither of you has quite asked out loud: Are we actually picturing the same future? In blended families, the answer is often no, not because anyone is being careless, but because each partner brings different obligations and a […]
Are you a member of the Public Employee Retirement Association of New Mexico (PERA)? Get the resources you need and expert insights from financial professionals who specialize in helping PERA members make the most of their compensation package and benefits. Whether you’re a new PERA member or you’ve grown in your role covered by PERA […]
Do you work at EOG Resources? Get the resources you need and expert insights from financial professionals who specialize in helping EOG Resources employees make the most of their compensation package and benefits. Whether you’re a new EOG Resources employee or you’ve moved up the ranks into a management or executive leadership role over a […]
You work hard to earn money, save diligently, and invest for the future. But do you actually know what your financial picture looks like right now, across every account you own? Knowing your net worth in real time isn’t just satisfying; research consistently shows that people who actively track their wealth make better financial decisions, […]
April 20, 2026 If you’ve been watching AI dominate headlines and wondering whether you’re positioned to actually benefit from it, you’re not alone. Most high-income investors have exposure to AI through a handful of large-cap tech stocks. That’s a start, but it’s a narrow slice of one of the most significant economic expansions of our […]
You’ve both managed money successfully before. You’re professionals, homeowners, and financially stable. So why does talking about money together feel so much harder than it should? In blended families, money isn’t just financial—it’s relational. Each of you brings financial beliefs shaped by different experiences: how you were raised, what your first marriage taught you, what […]