Michael “Mick” Edwards, CIMA, CRPC

05/26/2026

Stocks keep acting like growth is still in charge. Bonds are acting like inflation is still the problem.

That’s the tension underneath this week’s market story. The S&P 500 has climbed for eight straight weeks, but yields have risen across the curve as oil prices, rate expectations and new Fed leadership complicate the read.

Our latest Market Commentary looks at the market through that lens: Growth is still supporting stocks, but the cost of inflation is showing up in bonds. https://bit.ly/49jEoIC

05/23/2026

For many people, their 401(k) is one of the biggest drivers of their future financial flexibility.

The challenge is knowing whether today’s savings pace aligns with tomorrow’s retirement goals.

Our 401(k) calculator can help you get a clearer picture: https://bit.ly/4akMIFJ

05/22/2026

Life insurance can be easy to set and forget.

The problem is, life doesn’t stay where it was when the policy was written.

A new home, a business, retirement, or changing family needs can all change the role coverage plays.

Here’s how to know when to revisit it: https://bit.ly/4dzHWYi

How do you know if you need life insurance? Learn about the value of life insurance and when you should consider purchasing a new policy or updating an existing one.

05/20/2026

The closer retirement gets, the more one financial decision can affect another.

Withdrawals can affect taxes. Market volatility can change income plans. Estate decisions can reshape legacy goals.

Here’s what to consider before making the transition: https://bit.ly/4dzrOGj

Getting ready to retire? Find out the key planning steps you should be taking 10, 5, and 1 year before retirement.

05/18/2026

Rising inflation usually isn’t what investors want to see alongside new market highs.

But markets, economic growth, and Fed policy don’t always move in the same direction at the same time.

Our latest Weekly Market Commentary explores what investors should be watching right now: https://bit.ly/4wBxlVB

05/16/2026

You may already have a strong retirement plan. That doesn’t mean it should sit untouched.

A few quick questions can help you check whether your savings, future expenses, and investment style still line up with the retirement you want.

Take the quiz to see where you stand: https://bit.ly/2thmnpC

05/15/2026

Your financial plan shouldn’t stay frozen in time.

What mattered most in your 30s may look different in your 40s, 50s, and 60s as your career, family, retirement, and estate planning needs change.

Use this as a decade-by-decade checkup for what may need attention now, and what may be coming next. https://bit.ly/3MUemTY

Each decade of life presents its own risks and problems, and your financial focus and planning in each decade should follow suit.

05/13/2026

A stronger financial plan isn’t only about saving more.

It’s about making sure the tools you’re using match the life you’re planning for.

Tax-advantaged accounts can help support that bigger picture. Here’s how to think about where they may fit. https://bit.ly/49FleNa

Learn more about how tax-advantaged accounts can help reduce your tax burden, whether that’s a benefit you feel today or years from now.

05/11/2026

The market rally doesn’t exactly match the mood.

Headlines still feel unsettled, inflation remains sticky, and yet stocks keep pushing higher. Strong earnings and a steadier labor market are helping explain why.

This week’s Market Commentary breaks down what’s driving the disconnect and what investors may want to watch next: https://bit.ly/4uFHYVt

05/09/2026

Most investors want growth.

Fewer stop to think about how much uncertainty they’re willing to sit through to pursue it.

That gap matters. Your risk tolerance can shape how you invest, how you react, and whether your strategy still feels right when markets shift.

See how your comfort with risk lines up. https://bit.ly/3EKs844

05/08/2026

For many business owners, their business is also the biggest part of their wealth.

That’s why succession planning is about more than who takes over. It can shape your retirement, your family’s future, and what happens to the company you’ve built.

See what business owners should think through early. https://bit.ly/456kbBs

Small business owners need a solid business succession plan. But what does it take to build one? We break down the basics of succession planning.