Blog
Inflation, Earnings, and the Evolving Conflict with Iran: What Investors Should Know
Geopolitical tensions with Iran are driving oil price volatility, impacting inflation and economic outlook. Energy costs are rising and job growth is slowing, strong corporate earnings continue to support markets and long-term opportunities
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Quarterly Market Update for Q2 2026: Geopolitics, Oil, and Market Pullbacks
Q1 2026 shows why preparation matters. After 2025 gains, markets faced geopolitical tension, rising oil, and volatility. Despite a pullback, long-term trends remain strong—reinforcing disciplined investing during uncertainty.
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Behavioral Finance: Why Smart People Make Emotional Money Decisions
We like to believe our financial decisions are logical, well thought out, and based on facts. But in reality, much of what drives our decisions isn’t logic—it’s behavior. Psychologists call these patterns cognitive biases—mental...
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A Thoughtful Perspective on AI—and Why It Matters
We wanted to share something a little different this week.Katherine Carroll recently published an article in The Hill exploring how artificial intelligence is evolving—not just as technology, but as infrastructure.Katherine also...
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🌿 Caregiving Insights Series | Week 5 You Are Not Alone
Feeling overwhelmed by caregiving? Explore practical support resources and financial planning strategies for families caring for aging loved ones.
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🌿 Caregiving Insights Series | Week 4
🌿 Caregiving Insights Series | Week 4Caregiving & Financial Stress: The Hidden Cost Few Talk AboutCaregiving is an act of love. It’s also, increasingly, a financial balancing act.Across the country, millions of adults are providing...
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🌿 Caregiving Insights | Week 3
Nearly 1 in 3 caregivers today are supporting both children and aging parents, according to research from AARP. Known as the Sandwich Generation, these individuals are balancing the emotional, financial, and logistical demands of raising fa
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Gold and Silver: Current Portfolio Perspectives
Gold can be a great diversifier… and a brutal one to hold. We don’t use gold as a “bet.” We treat it as a risk-management tool—sized appropriately and held with discipline through the full cycle.
Read MoreSpecial Update: Venezuela, Oil, and the Impact on Portfolios
Special Update: Venezuela, Oil, and the Impact on PortfoliosJanuary 5, 2026Chris Long, CFA, CFP®, AAMS®Managing Partner The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant...
Read MoreOur Favorite Christmas Traditions at Intentional Wealth Strategies
The holiday season is a time for reflection, gratitude, and connection. At Intentional Wealth Strategies, while we spend much of the year helping families plan for their futures, December reminds us just how important traditions are in...
Read MoreThe Future of the Fed: New Leadership and Rate Cuts
For long-term investors, the Federal Reserve plays a key role in supporting the economy and financial system. This will be especially important in 2026 since Jerome Powell's term as Fed Chair ends in May, creating an opportunity for...
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Winter Break Fun for the Whole Family: Hidden Gems from Pikes Peak Library District
Winter Break Fun for the Whole Family: Hidden Gems from Pikes Peak Library District As the holiday season approaches and kids begin their long-awaited winter break, families throughout Colorado Springs start looking for meaningful,...
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Year-End Charitable Planning: Optimizing Your Philanthropic Strategy
Winston Churchill is often credited with saying that "it is more agreeable to have the power to give than to receive." As the holiday season approaches, many individuals consider charitable giving and how it fits within their broader...
Read MoreNovember Market Update
November brought a wave of market volatility that touched multiple asset classes. Although major indices have posted impressive gains year-to-date across equities, fixed income, and international markets, concerns persisted around...
Read MoreThe Ripple Effect: Investing in Your Community for a More Resilient Future
In the first part of this blog, we discussed the importance of grounding your financial plan and taking control of what you can during uncertain times. Now, let’s shift our focus to the power of community and how investing in it can...
Read MoreWhat Market Changes in Q2 2025 Mean for Your Money
As famous investor Peter Lynch once said, "far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves." While the stock market has seen some ups and downs lately, it's helpful to...
Read MoreNavigating Shifting Sands: Grounding Your Finances in Uncertain Times
Especially with markets fluctuating and today’s political uncertainty, it's natural to feel unsettled. But here’s the thing: while we can't control the external forces, we can control how we respond. And that starts with grounding your...
Read MoreGiving Back, Colorado Style: Maximize Your Impact & Tax Benefits
Many of us in Colorado Springs are passionate about making a real difference in our community. Integrating charitable giving into your financial plan is impactful and achievable, especially when you can support causes right here at...
Read MoreRetirement: Just One Piece of Your Holistic Wealth Puzzle
Imagine trying to assemble a jigsaw puzzle without the frame. You have all the pieces, but without defining the border, it’s impossible to see the complete
Read MoreGrow Your Wealth Every Day:Tips for Building a Strong Financial Foundation with iPlan365
Let’s make each of the 365 days we have count toward our financial goals. From tax optimization and multigenerational wealth management to crafting investment
Read MoreThe Tax Cuts and Jobs Act (TCJA): What’s at Stake?
The Tax Cuts and Jobs Act (TCJA) of 2017 significantly reshaped the tax landscape, likely impacting your family’s finances through lower tax brackets, adjusted
Read MoreQ3 Quarterly Commentary
As part of our commitment to informing you about your investments, we are pleased to provide your quarterly performance report for Q3 2024.
Read More3 Steps, 365 Days: Simplifying Your Financial Journey With Our iPlan365
Tired of financial advisors who talk about a “holistic approach” but fall short on the promise? We get it. That’s why we’re excited to introduce a fresh
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Should I change my coverage during Medicare open enrollment?
Have your Medicare plan costs and/or health care costs recently increase or are you paying for coverage that you don't use?
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Will healthcare change as I transition into retirement?
Thinking about retirement? Check out our flow chart to learn more about how your healthcare may change in retirement.
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If I Retire Early, Should I Buy Health Insurance Through the Health Insurance Marketplace?
Retiring early? If you retire early should you purchase health insurance through the health insurance marketplace? Check out our flowchart to learn more.
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2022 Medicare Manual
It’s never too early to start planning for retirement, especially when it comes to major expenses like healthcare. For many, retirement is not just the end of a
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