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 | Aug 8, 2025 | Business Financial Solutions, Mindful Wealth, Personal Finance, Strategic Financial Planning
For as long as most of us can remember, we’ve been sold a narrow definition of wealth. The message is everywhere: more zeros in your bank account, a shiny new car in the driveway, the dream house with the open-concept kitchen. That’s the picture of success we’re told... 
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...