Latest Commentary
- Philanthropy Made Easy, with Scott LumpkinAugust 18, 2025 - 6:08 pm
Join us for a practical and timely conversation with Scott Lumpkin, a veteran in planned giving and former university fundraiser with more than 20 years of experience helping donors give with purpose.
Planning for College with Apex College Services
Medicare 101: Options for 2025
Debt Pulls Your Future Forward (at a Cost)
Keep Politics Out of Your Investment Strategy
Volatility: Seen and Unseen
Market Forecasting: A Loser’s Game
Compounding Quietly
The Effect of Presidential Elections in Charts
Selling Fear, Greed, or Both
Planning for Lasting Inflation
Finding Financial Happiness, Part 2
PRESS RELEASE: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2024
PRESS RELEASE: Steve Booren Recognized as One of America’s Top Financial Advisors by Barron’s
Finding Financial Happiness, Part 1
Don’t Overthink It