February 2026 – Heart, Home, and Hard Choices
“For where your treasure is, there your heart will be also.” — Matthew 6:21 Hearts, Homes, and Hard Choices: Planning with Adult Children in an Age of Acceleration By...
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January 2026 – Navigating Ray Dalio’s Five Major Risk Forces
Navigating Ray Dalio’s (500 Year) Five Major Risk Forces: Your Long-Term 2026 Investment Roadmap By Vaughn Woods, CFP, MBA Dear Client, Friend and Macro-economic reader, Thank You First As...
December 2025 – A Call to a Year of Radical Honesty
A Call to A Year of Radical Honesty Facing Our Debt, Our Demographics, and Our Destiny By Vaughn Woods, CFP, MBA As the year draws to a close and the...
November 2025 – High Rates, Empty open Houses
High Rates, Empty Open Houses: What Record Delistings and a Firm 10‑Year Mean for Your 5‑Year Plan By Vaughn Woods, CFP, MBA When mortgage rates are high and open houses...
November 2025 – A Deep Sense of Thanks: reflecting on Partnership and Resilience This Thanksgiving
A Deep Sense of Thanks: Reflecting on Partnership and Resilience This Thanksgiving 2025 By Vaughn Woods, CFP, MBA Friends, clients, and colleagues—as the year begins to draw to a close,...
November 2025 – The Long Game of Generosity
The Long Game of Generosity By Vaughn Woods, CFP, MBA “Society grows great when old men plant trees whose shade they know they shall never sit in.” — Greek Proverb...