Blog

Wade Calvert | Jan 20, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning, Investments, Retirement, Estate Planning, Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies...

Wade Calvert | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement, Savings

Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very...

Wade Calvert | Dec 20, 2024

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of us make money decisions with our emotions...

Wade Calvert | Dec 2, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize...

Wade Calvert | Nov 19, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments, Finance, Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you...

Wade Calvert | Nov 2, 2024

5 Damaging Myths About Money Talks & the Facts Behind Them

Investments, Finance, Lifestyle, Savings, Family

What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That...

Wade Calvert | Oct 19, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments, Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a...

Wade Calvert | Oct 2, 2024

How to Reprogram & Improve Your Money Mindset

Finance, Investments, Savings

What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset...

Wade Calvert | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important...

Wade Calvert | Sep 4, 2024

4 Pervasive Myths About Inflation

Investments, Finance

4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than...

Wade Calvert | Aug 20, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments, Finance

Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new...

Wade Calvert | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short...