Continuum Consulting Group

06/18/2026

We're excited to welcome David Hays, CFA, from Fidelity Investments as our featured speaker at our private briefing on Thursday, June 25th at 12:00 PM PT.

David will walk us through Fidelity's current outlook on fixed income markets and share insights from their team's research, covering interest rate dynamics, the role of bonds in portfolio construction, and where they're seeing opportunities today.

David is a Vice President in FI Analytics & Commercialization at Fidelity Institutional®, where he works with Fidelity's investment management, product development, and distribution channels to deliver fixed income solutions to clients nationally.

Sign up below and we'll see you Thursday the 25th!

We’re excited to welcome David Hays, CFA, from Fidelity Investments as our featured speaker at our private briefing on Thursday, June 25th at 12:00 PM PT.

06/16/2026

Retirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of the most popular answers, and for good reason.

Read our recent blog to learn more.

Retirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of the most popular answers, and for good reason. It gets you outside, gives you something to tend to...

06/11/2026

It’s easy to feel like the crowd knows something you don’t.

When markets are moving, headlines are loud, and certain ideas seem to be everywhere, following along can feel like the safer choice.

But we’ve seen how this plays out over time.

Decisions made in those moments are often reactive, not intentional. Buying after momentum builds, stepping away when uncertainty rises.

Having the right perspective helps bring things back to what actually matters. Making decisions based on your situation, your timeline, and your goals, not just what everyone else is doing.

06/09/2026

As your income rises, your financial life rarely becomes simpler.

This is where financial advice becomes less about information and more about structure.

At a certain point, it’s not the amount of income that matters most, it’s how well everything around it is organized.

06/04/2026

Most financial habits aren’t built intentionally.

They’re built gradually, as income grows and life gets busier.

Spending adjusts. Priorities shift. Decisions get made without much time to think them through.

At first, it doesn’t feel like it matters.

But over time, those patterns tend to stick. What starts small tends to carry forward.

05/28/2026

We’ve found that many people feel prepared for retirement, until they start thinking through how it will actually work.

When income begins, how it’s taxed, and how long it needs to last are not always straightforward.

If these are questions you’ve been meaning to revisit, it may be worth taking a closer look.

05/26/2026

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel as freeing as expected. Without something to anchor it, that freedom can quickly turn into a lack of direction.

So the question becomes: what will take its place? For a growing number of retirees, the answer starts with adopting a dog.

Read our recent blog for more.

Transitioning from a lifelong career into retirement is exciting. It can also be disorienting. The structure, schedule, and sense of purpose that once shaped your days are suddenly gone, replaced by open time that doesn’t always feel...

05/21/2026

Join us Thursday, May 28th at 12:00 PM PT as Luke Yengo, partner at Continuum Consulting Group, walks through the psychology of retirement. From knowing when to retire, to the different retirement styles, to overcoming common challenges and making the most of your time — Luke brings a unique approach that blends financial planning with behavioral finance.

Sign up above to get the Zoom details.

Join us on Thursday, May 28th at 12:00pm PT to hear Luke Yengo, partner at Continuum Consulting Group, discuss the psychology of retirement. During this briefing, Luke will review the following which will either assist you in preparing for your retirement years or will help you structure your curren...

05/19/2026

Financial structure can help create flexibility.

Not just in your portfolio, but in how you make career decisions.

We’ve seen executives stay in roles longer than they planned, not because they want to, but because too much is tied to one outcome.

When equity, taxes, and liquidity are aligned, that pressure starts to ease and decisions begin to feel like a choice, not a constraint.