Phillip J. Peachock, CFPr, APMAr

06/11/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/10/2026

"The best time to make friends is before you need them." - Ethel Barrymore

06/09/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

06/08/2026

Name that Movie Monday:

"Ohana means family. Family means nobody gets left behind."

06/07/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

06/06/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

06/05/2026

Fun Fact Friday: The average person walks the equivalent of five times around the world in their lifetime.

06/04/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

06/03/2026

"No man can avoid being born average, but no man has to stay average." -Satchel Paige