Jerod Frank - Wealth Coordination Partners

10/15/2026

For business owners, company value and household security do not always move together. Liquidity, debt, income, insurance, and family responsibilities can each pull in a different direction.

A planning conversation can start with one simple question: what would a change in the business mean for life outside it?

10/07/2026

One financial decision can touch more than one part of a plan. A change in cash flow, work, family needs, or business responsibilities may affect insurance, taxes, saving, and the people who help make decisions.

The useful work is often seeing those connections before a choice becomes urgent.

10/06/2026

A plan is easier to use when the people involved understand their roles. For a family supporting someone with special needs, that can mean knowing where records live, who should be called first, and which questions belong with each professional.

A good starting point is not a perfect binder. It is a clear conversation about what the family needs and who can help.

03/23/2026

The Inheritance Trap: How Catholic Families Are Thinking About Wealth the Wrong WayThere's a conversation I have with Catholic families more often than I'd like to admit. It usually starts with estate planning: wills, trusts, legacy,...

06/25/2025

I am proudly Catholic. While sometimes that can seem at odds with being in finance, let me tell you why that isn't true.

A lot of my industry is driven by fear and greed.

Greed: "If I had X amount for my net worth, then I would be happy."

Fear: "I need to save every possible penny so I never have to worry about running out."

These are vices that can be replaced with virtues. We should have a healthy relationship with our money that includes temperance, prudence, and generosity.

How do I balance retiring with sending my kids to college? How do I take care of an aging parent? How can I get my family closer to heaven rather than further away from it with my money?

Most of the questions above are not answered in financial planning software, in case you were wondering.

04/02/2025

So what is the deal with tariffs? If you haven't been living under the proverbial rock, you have probably heard more about tariffs in the last couple of months than you did in the previous couple of decades. So what are tariffs, how do...

03/07/2025

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1