Blog

5 Trump Truths We Know and How This Impacts Your Wealth | Why Stocks Still Make Sense – January 22, 2017

On inauguration weekend we are exploring all of the known Trump policy perspectives and how they will impact the world we live in. In hour 2, Wes takes a couple calls including a 70-year-old who is wondering about the old adage “own your age and bonds” and how one dad is figuring out a way to pay for his son’s college expense.

Hour 1 | Listen

Hour 2 | Listen

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
long-term care insurance or self-insure
Blog

Long-Term Care Insurance vs. Self-Insuring

September 17, 2026
boat building in retirement
Blog

Client Spotlight: Retirement Boat Building

September 14, 2026
4% rule of thumb
Blog

4% Rule for Retirement Withdrawals: A Complete Guide

September 9, 2026
Retire Sooner Method
Blog

The Retire Sooner Method: 5 Steps Toward a Happier, More Confident Retirement

August 27, 2026