One of the most common questions we hear: “Will I be okay in retirement?” It’s not about one number. It’s about how income, expenses, longevity, markets, and discipline work together. Retirement planning isn’t prediction. It’s preparation.

The US-Iran conflict evolves, with markets reacting to every headline. Oil swung from the $90s to $100+/barrel as ceasefire talks broke down — a reminder that geopolitical instability can shift fast. What does this mean for long-term investors? odfigroup.com/a-balanced-vie…

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Earth Day sparks conversations about values, including how portfolios are built. Values-based investing is growing, but should still align with financial goals, risk tolerance, and long-term plans. It’s worth exploring how values and strategy can work together.

Home prices near all-time highs continue to shape financial planning. While investor focus stays on geopolitics and market volatility, housing remains most households' largest asset, expense, and source of debt — its economic impact can't be ignored. odfigroup.com/housing-market…

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It has now been more than three-and-a-half years since the bull market began in October 2022. At that time, inflation was rising at its fastest pace in fifty years, the Fed was hiking rates, and ChatGPT was one month from its launch to the general public. odfigroup.com/the-bull-marke…

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With Mother's Day just around the corner, we're honoring ALL mothers: those who've lost, those who long to be, single moms, foster & adoptive moms, stepmoms, estranged moms, and every mother figure in between. Motherhood looks different for everyone. 💕 Happy early Mother's Day!

April’s performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns. On the surface, this echoes last year’s tariff-driven volatility and market rebound. odfigroup.com/monthly-market…