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Investment
Planning

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Save
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Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

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Mitch Simkins
Farther Finance, LLC

9980 S 300 W #105
Sandy, UT 84070

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Jack Lehman
KMK Financial Group

211 Grandview Drive Suite 236
Fort Mitchell, KY 41017

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Scott Foties
LPL Financial

1502 Dianne La
Corona, CA 92881

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John O'Connor
SageSpring Wealth Partners - O'Connor Wealth Team

12 Cadillac Drive, Suite 100
Brentwood, TN 37027

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Brian Penney
Capital Synergies

18945 W Lawrence Rd
Waddell, AZ 85355

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Pure Financial Advisors, LLC
Pure Financial Advisors, LLC

7525 SE 24th St # 670
Mercer Island, WA 98040

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Investment Strategies for Volatile Markets

By Financial Advisor Insights
-Jun 10th 2026

Volatility does not ask for permission. A portfolio that looked steady on Monday can be down 8% by Friday, and the instinct in that moment is to either liquidate your investment

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Asset Management vs. Wealth Management: What is the difference?

By Financial Advisor Insights
-May 21st 2026

The financial services industry often uses the terms asset management and wealth management interchangeably. In practice, they are not the same. The distinction is structural. E

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