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Wednesday, March 4, 2026

Divorce is always difficult. When it happens later in life, however, the financial implications often carry greater weight, particularly for women.By this stage, there is less time to recover from missteps, fewer earning years ahead,...

Sunday, January 11, 2026

In music, silence is not a mistake. It’s written into the score.Every great orchestral piece begins with an Overture—setting the tone, introducing themes, building anticipation. Then the musicians play their parts, measure after...

Tuesday, December 9, 2025

Why this simple checkup can protect your family and your legacy Most people believe their will controls where their money goes. In reality, many of your most important assets pass by beneficiary designation—not by your will or trust....

Sunday, October 12, 2025

The Answer Starts With a Conversation Investors everywhere are asking the same question: What’s next? The markets have delivered strong gains since 2022, but optimism often travels with unease. Rising government debt, the AI stock...

Friday, September 5, 2025

This week’s jobs report came in weaker than expected. Interest rates quickly dropped in response, gold continues to spike, and the U.S. dollar has shown signs of weakening. At the same time, corporate earnings have generally held up...

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Sunday, August 24, 2025

Federal Reserve Chair speaks at the Jackson Hole Economic Symposium, and this year’s message from Jay Powell carried important signals for markets, the economy, and long-term investors.

Friday, July 25, 2025

Discover how AG Wealth Advisors helps sophisticated investors align their growing wealth with a dynamic, personalized financial planning process. Tax-smart, holistic, and forward-looking advice.

Friday, June 27, 2025

Empowering Emerging Athletes: The Importance of Early Financial Planning and Income Protection in the NIL Era

Tuesday, June 10, 2025

Washington has rolled out its latest spending initiative — dubbed by some as The Big Beautiful Bill. It promises infrastructure, clean energy investments, incentives, and near-term benefits. But the real question isn’t what’s in it,...

Friday, May 30, 2025

U.S. trade and budget deficits are deeply connected—and both impact interest rates, market volatility, and your financial plan. Learn why and how smart, tax-aware planning can help you stay ahead. Let’s plan on it—virtually.

Monday, May 12, 2025

Many people overcomplicate investing by chasing hot trends, secret strategies, or get-rich-quick schemes. But the most powerful wealth-building tool is simple: consistent investing and compound growth over time.

Wednesday, April 16, 2025

6 Smart, Legal Ways Entrepreneurs Can Reduce TaxesTax season is (finally) behind us — or at least your extension is filed. So… how did it feel? If you’re like most business owners, chances are you ended up paying more than you wanted —...

Tuesday, February 11, 2025

Unintended Consequences of a Roth Conversion A Roth conversion can be a powerful retirement planning tool, but it’s important to be aware of potential unintended consequences. Here are some key considerations before making the switch:...

Monday, January 20, 2025

I work with the wealthy, the children of the wealthy, and the soon-to-be wealthy. Here’s what I’ve observed: Many think making enough money will solve all their problems, improve relationships, and bring harmony at home. But that’s not...

Tuesday, December 31, 2024

Retirement readiness is more than savings. Address blind spots like healthcare, taxes, longevity, and legacy planning. A financial planner provides many options to develop a plan. Let's Plan On It! Schedule your free consultation today!