by Taylor | May 13, 2026 | Mindful Wealth, Recession and Economics, Strategic Financial Planning
Every day, it seems like there’s another headline about artificial intelligence changing the world. AI can answer investment questions, build budgets, summarize financial strategies, organize schedules, generate ideas, and help people manage parts of their lives... 
by Taylor | Sep 16, 2025 | Strategic Financial Planning
The financial industry—especially the wealth management world—has done a very poor job of showing clients the real value they provide. Too often, people are left wondering what exactly they’re paying for, or worse, they forget within a few months what their... 
by Taylor | May 22, 2025 | Bear Market Strategy, Innovative Investments, Recession and Economics, Strategic Financial Planning
Over the last eight weeks, we’ve all felt the ripple effects of what some are calling the tariff tantrums—or tariff turmoil, depending on who you ask. Either way, it’s been a volatile stretch. And a lot of portfolios have taken a punch, which provides a... 
by Taylor | Apr 24, 2025 | Family Financial Advice, Mindful Wealth, Strategic Financial Planning
I want to address a question that I get a lot from prospective clients and wealth-curious who are on the fence about teaming up with Four Points Wealth. And that is: when does a person really need a wealth advisor? Over the years, I’ve been able to narrow down my... 
by Taylor | Mar 28, 2025 | Personal Finance, Strategic Financial Planning
Markets don’t vote. But they do react…to headlines, to uncertainty, and to emotion. And in a heated political climate, that reaction can spook even the savviest investors. So what should you actually do to protect your portfolio? In today’s politically charged...