by Jeff Baker | Apr 23, 2026 | Blog
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn’t just help connect the dots; they can help you reveal additional possibilities you hadn’t...
by Jeff Baker | Apr 16, 2026 | Blog
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re...
by Jeff Baker | Apr 9, 2026 | Blog
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn’t pay off. But what if the most expensive financial decision isn’t a bad choice — it’s no choice at all? That’s what nearly a century...
by Jeff Baker | Apr 2, 2026 | Blog
It rarely starts calmly. A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour. And with every new development, there’s that quiet pressure in the background: Should I be doing something...
by Jeff Baker | Mar 26, 2026 | Blog
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.1 It’s another quiet change that could severely impact families trying to maximize their legacies. What Changed Under the New IRS Rules? Under...
