Kristin Ewen Financial Advisor

08/12/2026

Fear & Greed & Investors

08/10/2026

Strong portfolios don’t fail all at once. They erode gradually.

Inflation reduces what your wealth can buy. Taxes compound in the background. Concentrated positions introduce risk that only shows up when conditions change.

Individually, these are manageable. Together, they can materially reshape long-term outcomes. Taking a step back to evaluate how these forces interact across your full balance sheet can reveal risks that performance alone will never show.

08/03/2026

Do you have the supplies you need to reach your growth potential? Not only is the support of your peers important to your success, but tangible resources play a significant role, too.

Let's chat if you're interested in what supplies can help you grow in your career!

07/27/2026

To any and all parental figures, we celebrate you!

07/20/2026

Retirement planning isn’t just about the number you’ve saved, but what that number can actually support over time.

Rising costs can quietly change the picture, especially over a long retirement. Taking time to review how your plan accounts for inflation and income timing can make a meaningful difference in how confident you feel moving forward.

07/13/2026

Inflation doesn’t just raise prices - inflation challenges how your entire financial plan works.

One of the easiest ways to adapt? Shift your budget from fixed numbers to flexible ranges. It keeps you realistic without losing control.

Small structural changes like this can help you stay consistent, even when costs aren’t.

07/06/2026

A takeover battle is unfolding around a historic Italian lender widely regarded as the world’s oldest bank.

Founded in 1472, the institution began as a way to provide credit to lower-income citizens in Siena. More than five centuries later, it remains part of Italy’s financial landscape.

The current bidding activity has drawn attention because the outcome could reshape part of Italy’s banking sector.

The situation also carries broader significance because the bank has connections to major financial holdings, including insurance and government bond exposure.

For Italy, the issue is not only about banking. It also raises questions about domestic control, foreign influence, and how countries approach financial institutions viewed as strategically important.

It is a reminder that financial history is not frozen in the past. Sometimes, institutions that have existed for centuries still sit at the center of modern economic and political debates.


Source:

Banca Monte dei Paschi di Siena has been operating for well over 500 years, and some Italian officials reportedly want to ensure it stays in Italian hands.

07/04/2026

06/28/2026

Today is National Insurance Awareness Day! Ensure you and your family are covered should an unexpected event happen. Contact our office to see how we can help.

06/23/2026

Family financial lessons don’t have to be complicated to be meaningful.

Three simple habits can make a lasting impact:
• Saving
• Giving
• Talking openly about financial decisions

Over time, these moments can shape how children and grandchildren understand the wealth you’ve built, what it’s for, and how to steward it.