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Five Practical Budgeting Approaches for Resetting Your Finances

Explore five simple budgeting strategies—from zero-based and 50/30/20 to values-based planning—to take control of your money and align spending with what matters most.
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When people hear the phrase “financial health,” they often picture high income, a perfectly balanced portfolio, or a retirement account with a very large number attached to it. In reality, financial health is much more personal and far more practical.
1/5/2026
Blog
As we turn the calendar to a new year, many people revisit familiar resolutions like getting healthier, getting organized, or simply getting a fresh start. But one resolution deserves a place at the top of the list in 2026: reducing or even eliminating “bad debt.” And that begins by understanding that not all borrowing is created equal.
12/22/2025
Blog
This week’s 7 Market Movers brings long-delayed economic data and a meaningful shift in market tone as we head toward year-end. Gary Quinzel walks through how markets initially rallied after the rate cut (but that enthusiasm quickly faded), why concerns over growth and AI valuations weighed on stocks, and what sparked Thursday’s rebound. With equities, bonds, and even commodities showing strong gains in 2025, Gary also highlights the 3 big themes investors will be watching as we enter 2026.
12/19/2025
Blog
In this week’s 7 Market Movers, Aya Yoshioka breaks down the Fed’s latest rate cut, cooling labor data, and market reactions across bonds, equities, and commodities. She highlights key earnings from Oracle, Broadcom, and Costco, along with renewed debates around AI and inflation. Despite a volatile year, global markets remain resilient heading into 2026, reinforcing the value of disciplined, diversified investing.
12/12/2025
Blog
Explore top tax-efficient investing strategies—from tax-loss harvesting and asset location to charitable giving and Roth conversions—to help reduce taxes and grow your wealth.
12/12/2025

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