Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Oct
9
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Q3 2026 Market Commentary
Q3 2026 Market Commentary Last quarter, as America marked its 250th year, we wrote that artificial intelligence may prove to be one of the most...
Oct
9
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WHO WILL INHERIT YOUR IRA?: Why Your Beneficiary Choices Matter More Than You May Think
An educational guide for IRA owners and their familiesBy Tim Waterworth, CFP® | Waterworth Wealth Advisors, LLC | Approximately a 10-minute read The Short Version...
Oct
9
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Who Get’s Your 401(k): A Five-Minute Beneficiary Check That Matters
A concise beneficiary guide for 401(k) plan participantsBy Tim Waterworth, CFP | Waterworth Wealth Advisors, LLC The Short Version You may spend decades building...
Jul
21
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Q2 2026 Market Commentary
Q2 2026 Market Commentary BULLY! A lesson in perspective from Theodore Roosevelt “Bully!” was Theodore Roosevelt’s favorite expression for something excellent, courageous, or worthy of...
May
27
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Life After a Liquidity Event: The Personal and Financial Changes Business Owners Don’t Expect
THE RETIREMENT ACCOUNTLEGACY CHALLENGE What Really Changes After a Liquidity Event: The Personal Side of Sudden Wealth For many business owners, a liquidity event represents...
Apr
21
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Q1 2026 Market Commentary
Q1 2026 Market Commentary Serious Risk, Measured Response: Investing Through Geopolitical Uncertainty Q1 2026 was a reminder that the global economy still runs through a...
Mar
23
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What Your Tax Return Reveals About Your Financial Plan
What Your Tax Return Reveals About Your Financial Plan For many individuals and families, tax season feels like a necessary obligation that ends once the...
Jan
30
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Private Annual Planning Intensive: A Thoughtful Way to Plan the Year Ahead
Private Annual Planning Intensive: A Thoughtful Way to Plan the Year Ahead The start of a new year offers a rare opportunity to pause before...
Jan
22
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December Market Commentary
2025 Recap & 2026 Outlook Drama, What Endures, and the Case for Broadening Looking back on 2025, what stands out is not any single event,...
Dec
18
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Donor-Advised Funds (DAFs): A Strategic Way to Give Charitably, Teach Values, and Build a Lasting Legacy
Discover what makes buying and selling luxury real estate unique. Learn how to choose the right listing agent, financing strategies like jumbo loans and SBLOCs,...
Dec
15
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November Market Commentary
November proved to be a volatile month for stocks, ultimately ending with mixed results across major market indexes. Early in the month, renewed concerns about...
Nov
26
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Family Estate Planning Meetings: Why They Matter and What to Expect
Discover what makes buying and selling luxury real estate unique. Learn how to choose the right listing agent, financing strategies like jumbo loans and SBLOCs,...
