Latest Commentary
Your Plan (and Behavior) Matter More Than the HeadlinesFebruary 2, 2026 - 10:36 amThe biggest success determinant has nothing to do with cleverness or timing. Instead, it has everything to do with having a plan and sticking to it.
Amid all the noise in today’s world, it’s easy to get distracted from the foundation of your financial plan. By returning to those core principles, you can recalibrate to your highest priorities, both for now and the future.


How Do You Measure Your Wealth?
Rising Dividends: The Ultimate Inflation Fighter
Improving Investor Behavior – Deciding on Enough!
Many Americans Face a Bitter-Sweet Early Retirement. What Should They Do?
Craft Beer & Why You Need a Financial Advisor
It’s baseball season! What inning is your financial life in?
Why Am I Here?
Improving Investor Behavior: Where are all the Good Investments?
Five Moves To Get Your Kids On The Right Foot Financially
How To Manage Your Finances Coming Out Of A Recession
Improving Investor Behavior: Sometimes Nothing is the Hardest Thing to Do
5 Important Actions To Take During Financial Literacy Month
Improving Investor Behavior: This Spring, Grow Your Garden and Your Finances
I Didn’t Claim Unemployment Insurance….Why Did I Receive This Card?
Press Release: Steve Booren Recognized by Barron’s as a 2021 Top Financial Advisor