by Taylor | Oct 24, 2025 | Business Financial Solutions, Mindful Wealth, Strategic Financial Planning
The Power of Asking Better Questions When it comes to money, most of us are taught to focus on answers: how much to save, where to invest, what to buy. But I’ve found that the most financially confident people aren’t the ones with all the answers. They’re the ones... 
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 | 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... 
by Taylor | Mar 27, 2025 | Personal Finance, Strategic Financial Planning
Maybe you’ve heard the buzzwords: ESG, socially responsible investing, or values-based investment portfolios. And maybe you’re wondering, “what do they actually mean?” Or, more importantly, “how do they actually perform?” As someone who gets a lot of questions from... 
by Taylor | Feb 21, 2025 | Personal Finance, Strategic Financial Planning
I’m excited—and honestly, a little nervous—to share this. This is a topic I’ve been thinking about for years and now feels like the right time to put it out there. I’ve been in the financial industry for nearly 16 years. Straight out of college, I became a...