Financial Planning Services

Financial Planning Services We strive to provide professional financial advice to people of all ages, incomes, and net worth. Securities offered through Osaic Wealth, Inc.

Member FINRA/SIPC. Investment advisory and financial planning services offered through Financial Planning Services. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. For full disclosures, visit our website https://www.tobuildwealth.com/ Thank you

Seeing What You Want to See: The Danger of Confirmation BiasOnce we believe something about the market, an investment, o...
09/01/2026

Seeing What You Want to See: The Danger of Confirmation BiasOnce we believe something about the market, an investment, or even ourselves, we naturally look for information that proves us right. That’s confirmation bias.It makes us read...

The Comfort Zone Costs You: Rethinking the Status QuoWe are creatures of habit, and in investing, that’s called status q...
08/25/2026

The Comfort Zone Costs You: Rethinking the Status QuoWe are creatures of habit, and in investing, that’s called status quo bias. It’s the tendency to stick with what’s familiar, even when better options exist.Maybe your portfolio looks...

Post 3: “Recency Bias: When Yesterday’s Market Becomes Tomorrow’s Mistake”It’s natural to assume the future will look li...
08/18/2026

Post 3: “Recency Bias: When Yesterday’s Market Becomes Tomorrow’s Mistake”It’s natural to assume the future will look like the recent past. After a long market rally, we expect more growth; after a downturn, we brace for worse. This is...

The Herd Trap: Why Following the Crowd Can Lead You AstrayWhen markets surge or tumble, it’s easy to follow what everyon...
08/11/2026

The Herd Trap: Why Following the Crowd Can Lead You AstrayWhen markets surge or tumble, it’s easy to follow what everyone else is doing. This is herd mentality: the instinct to conform, even when it conflicts with our own logic.This...

Are We in a Tech Bubble? It is becoming increasingly difficult to go through an entire day without using some form of ar...
08/04/2026

Are We in a Tech Bubble? It is becoming increasingly difficult to go through an entire day without using some form of artificial intelligence. Even something as routine as a Google search now relies on AI to help deliver more relevant...

Your Mind’s Hidden Hand: How Psychology Shapes Every Investment DecisionWe all like to think our financial choices are p...
07/28/2026

Your Mind’s Hidden Hand: How Psychology Shapes Every Investment DecisionWe all like to think our financial choices are purely rational guided by analysis, data, and logic. But decades of research in behavioral finance shows otherwise....

New Cars Cost Too Much! The math behind a new car purchase. People say one of the biggest purchases you will ever make i...
07/21/2026

New Cars Cost Too Much! The math behind a new car purchase. People say one of the biggest purchases you will ever make is your house, but the biggest lifestyle cost over the course of your life could be car purchases. I frequently see...

Watching too Much News is Bad for Your Financial Health We all watch too much news. Okay, maybe not all of us, but defin...
07/14/2026

Watching too Much News is Bad for Your Financial Health We all watch too much news. Okay, maybe not all of us, but definitely most of us. It is pretty telling when I can tell how much a client reads news headlines based on the...

2026 Second Quarter Overall Themes Markets Rebounded After a volatile start to the year, markets staged a strong recover...
07/07/2026

2026 Second Quarter Overall Themes Markets Rebounded After a volatile start to the year, markets staged a strong recovery during the second quarter. Improving investor sentiment, easing energy prices, and continued corporate earnings...

Nothing is Unprecedented I will get calls from clients from time to time worried about the future. They are worried abou...
06/30/2026

Nothing is Unprecedented I will get calls from clients from time to time worried about the future. They are worried about the state of the economy. They are worried about the political climate. They are worried about the status of the...

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6920 Pointe Inverness Way, Ste 170
Fort Wayne, IN
46804

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Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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