Articles
Are We Headed for a Crash? The Questions I’m Getting Most Right Now
Are we headed for a crash? Where are rates going? Jimmy Mortimer of Solidarity Wealth answers the questions clients ask most.
Two Playbooks for One Paycheck: NIL Money for Players and Parents
By Zach Whitchurch Something remarkable is happening in college sports. For the first time, an athlete can build real income while still in school, off
HENRYs: Financial Planning for Medical Professionals
Doctors and dentists spend a decade training while their peers build savings. That head start you never got can be made up, often faster than you’d think. Our new article walks through how to do so.
Planning for HENRYs vs. a One-Time Lump Sum
High income and true wealth aren’t the same thing. Jeff McClean’s latest article explains why the plan for a HENRY looks nothing like the plan for someone who just received a life-changing windfall.
Control What You Can. Plan for the Rest.
When markets get rough, most people focus on the wrong things. Zach Whitchurch shares why the investors who come out ahead aren’t the ones watching the closest.
Plugging the Leaks That Drain Your Net Worth
By Danny Clark, CFP®, CPAW® Successful entrepreneurs and executives are typically meticulous about growing their wealth. They negotiate deals, build companies, and make thoughtful career