Latest Commentary
Medicare 101: What You Need to Know for 2026-2027October 20, 2026 - 10:30 amOn October 8th we hosted a webinar with Shane Thomas of Integrity Health Advisors. This webinar was designed to help you understand the many parts of Medicare, when (and how) to enroll, and what recent updates could mean for your choices going forward.


We Planned for This
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