February 2026 – Concrete and Cover-Ups
Concrete and Cover-Ups Inside the Race to Bury Iran’s Nuclear Ambitions By Vaughn Woods, CFP, MBA The headlines paint a picture of imminent war in the Middle East: two U.S. aircraft carrier groups, over 50 F-35 stealth fighters, and a chorus of threats directed at Iran. From a distance, it might seem like a dangerous, […]
February 2026 – The Trump Savings Strategy
The Trump Savings Strategy: What the New Administration’s Policies Mean for Your Cash Reserves A Special Briefing from Vaughn Woods Financial Group, Inc. By Vaughn Woods, CFP®, MBA In the world of wealth management, there is a distinct difference between “saving money” and “positioning capital.” Most investors are content to let their cash sit in […]
February 2026 – The Ultimate Estate Clawback: How to Gift Millions, Keep the Keys, and Outsmart the IRS
The Ultimate Estate Clawback: How to Gift Millions, Keep the Keys, and Outsmart the IRS Proverbs 21:5 — The Reward of Diligence “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.” By Vaughn Woods, CFP, MBA In the upper echelons of wealth management, there is a […]
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 Vaughn Woods, CFP, MBA Families are living through the fastest economic, technological, and cultural shift in modern history, and it is hitting adult children and […]
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 we close out this quarter and the calendar year and look to a New Year I’ve been reflecting on the growth of our firm. We […]
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 sit empty, the housing market sends a very different message than the stock ticker does. Record‑level home delistings -sellers pulling their properties off the market […]
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, we invite you to pause with Robert and myself to reflect. It is Thanksgiving 2025; a time traditionally set aside for gathering and expressing gratitude. […]
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 Imagine an 85-year-old woman named Dorothy. She has saved carefully her whole life and now wants most of her money to go to her […]
November 2025 – From the WWII Peace Dividend to the Current U.S. Pre-War Mindset
From the WWII Peace Dividend to the Current U.S. Pre-War Mindset By Vaughn Woods, CFP, MBA “For investors, this pivot means re-evaluating priorities. Whereas ESG prioritized sustainability, enterprise security monitoring insists on robust, resilient, security-aligned portfolios—favoring champions in advanced manufacturing, semiconductor production, energy security, AI, quantum computing, and strategic infrastructure. Large asset managers once steered […]
October 2025 – Agentic: The Next Great Leg Up?
Agentic: The Next Great Leg Up? By Vaughn Woods, CFP, MBA Imagine a coastline at sunrise. For years, the digital world has been shaped by steady waves—the rise of static websites, the crest of mobile apps, the onset of social platforms. But now, as the tide rises, a new set of waves is rolling in: […]