SEEDS OF KNOWLEDGE

If you've come into a lump sum of money, whether from a business sale, inheritance, settlement, or years of disciplined saving, you may be asking: “How can I turn this into reliable income?” It’s a smart question. A large sum can provide real financial freedom, but only if you put it to work. Otherwise, it's just idle cash losing value to inflation . While not a complete list, there are three practical and popular ways to generate income from a lump sum: Invest the Money and

When you’re juggling stock options, tax strategies, and long-term goals, it’s easy to feel overwhelmed. You might wonder, Is there a better way to manage all this? The answer is yes. Integrated financial planning benefits can transform how you approach your money, giving you clarity and control. Let’s dive into why this matters and how it can work for you. Why Integrated Financial Planning Benefits Matter You’ve probably heard about financial planning before, but what does i

To be clear, the goal of financial planning is not to take sides on which side of Washington is “right,” but rather to make sense of it all, especially with an eye toward risks and opportunities. Here are some views that we hope you find helpful in the coming days.

When it comes to managing your wealth, especially if you’re a highly compensated employee juggling stock options and complex tax situations, having a clear plan is not just helpful - it’s essential. I know firsthand how overwhelming it can feel to balance your income, investments, and tax obligations while trying to secure your financial future. That’s why I want to walk you through a detailed financial planning guide that breaks down the process into manageable steps. Togeth

When you’re juggling stock options, tax planning, and the complexities of a high income, it can feel like you’re trying to solve a puzzle without all the pieces. That’s where a trusted guide comes in. Someone who speaks your language, breaks down the jargon, and helps you make smart decisions. That’s the role of a financial advisor. But what exactly do they do? And how can they help you, especially when your financial situation isn’t exactly straightforward? Let’s dive in. Wh

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping changes across tax policy, employee benefits, education funding, and savings programs. For educators specifically, there are several provisions that offer new opportunities and resources, particularly in areas such as school choice, tax-advantaged savings for children, and expanded workplace benefits.

The most important point is that well-diversified portfolios have demonstrated remarkable resilience despite the challenging market conditions we've recently faced. We continue to have strong confidence in the long-term outlook.

Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...

There’s a statement tucked into Edward Jones’ Revenue Sharing Disclosure that every investor should read carefully: “We want you to...