A Look at Guardianship and Older Adults - mailchi.mp/e2bad32462ff/a…

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Understanding the Investor Fear Index: the VIX - mailchi.mp/b37d8b8cd6be/u…

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What to Do If (When) Your Taxes Start Going Up - mailchi.mp/867ed95b8a93/w…

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Don't Panic (Yet) This is Normal. - mailchi.mp/176a2cbb7e4a/d…

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen in the markets. Read more at the link below. conta.cc/35wtpO1

Planning on traveling this summer? Are you traveling on a budget? Travelling is such a wonderful opportunity, and being able to travel on a budget makes it more accessible. 1) Choose your destination carefully 2) Book in advance 3) Use your travel rewards card 4) Fly mid-week

Positioning a Portfolio for Additional Rate Hikes. What counts is how your money is invested now in anticipation of rate hikes Read more at the link below. simonetfinancial.com/positioning-a-…

What Happened in Q1 2022? The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. Read more here. simonetfinancial.com/what-happened-…

We are excited to announce that we are currently in the process of launching our new website to help bring improvements to our clients. Keep an eye on our social media accounts for more information! financialplanningworks.com

COVID, climate change, Ukraine: three ways businesses can adapt their models to working in an age of crises. Read more here: simonetfinancial.com/covid-climate-…

anybody else hate to hear their voice on camera?😂😂😂 Anywho, Independent RIAs are the future! here is my take with #wealthmanagement at the Orion Ascent Conference earlier this year! do you agree or disagree? let me know why in the comments below. lnkd.in/gb8jUQxc

We are still #hiring! Know anyone who might be interested? lnkd.in/gvbgNAaB