Simplified Financial

10/16/2026

Stay tuned! 🎙️

10/15/2026

Thank you Nikita’s Media for spending the morning with us. Looking forward to the new pictures coming soon!

10/14/2026

Getting some updated photos for the Simplified Financial team! 📸🤍

10/12/2026

Let’s talk about reasons to NOT put off saving till you’re older, get a better job, make more money…
Check out this old graphic I came across cleaning my office…interested in starting now? I can help.

10/09/2026

📊 There’s a lot happening in the markets this week!

In this week’s GVA Market Insights, the Asset Management team breaks down three important topics:

🤖 AI Is Creating Uncertainty: Concerns from AI industry leaders are affecting AI stocks and causing market changes.

💡 Are Bonds Worth a Closer Look? With bond yields rising and stock prices high, the team explores whether bonds could be a good opportunity for investors.

🗳️ Looking Ahead to the Midterms: The team discusses what the upcoming elections could mean for the markets and what history can teach us.

🎥 Watch this week’s Market Insights to learn more about what’s happening and what investors should know.

In this week’s GVA Market Insights, our Asset Management team explores: AI Doomerism Hits Markets: Warnings from AI insiders and Dario Amodei’s call to slow frontier development rattled AI stocks and pushed the 10 year Treasury above 5%. Is it Time to Buy Treasuries? With the Shiller CAPE near i...

10/09/2026

Carmen and Chrissy had a great time at GVA’s conference in Chicago last week! 🏙️ They got to hear from some great speakers, connect with others in the industry, and of course, grab a few pictures along the way. 📸

Thank you to GVA for a great conference and a great week in Chicago!

09/29/2026

We’re excited and happy to welcome Chrissy Pejsa to the Simplified Financial team! 💚

Please join us in giving Chrissy a warm welcome! We’re looking forward to all that’s ahead and are excited for you to get to know her.

Welcome to Simplified Financial, Chrissy! 🎉

09/29/2026

📈 Is the investing pendulum starting to swing?

In the latest Markets In Depth, Eric Hough explores the growing shift toward active ETFs and alternative investments.

🔄 Passive investing has grown: More investors are now looking beyond traditional index investing.

💡 Active strategies are gaining momentum: Active ETFs and alternatives are growing as investors seek more diversification and flexibility.

🎯 Every investment should have a purpose: The key is understanding what role an investment plays and why it belongs in the portfolio.

Check out the full article here:

By Eric Hough In 2008, Warren Buffett made his famous charitable wager against Ted Seides that hedge funds and active management would underperform Jack Bogle’s passive S&P 500 index. The ending is well known, the passive index won by roughly 500bps annualized. I still remember thinking in the ear...

09/23/2026

🤖 Is the latest AI panic bigger than the actual market impact?

In the latest Markets In Depth, Simplified Financial’s Chief Market Strategist Eric Parnell looks at the recent headlines surrounding AI and what they may mean for investors.

🚨 The headlines sound alarming: Recent warnings about the potential risks of superintelligent AI have sparked plenty of concern and uncertainty.

📉 But markets barely reacted: Despite the headlines, the S&P 500 and Nasdaq 100 continued moving mostly sideways, showing that investors weren’t rushing for the exits.

🔄 We’ve seen this before: From fears that AI would wipe out software companies to concerns that Amazon would destroy traditional grocery stores, markets have repeatedly overreacted to major headlines.

🧘 Keep perspective: The article’s bigger message is to look beyond the shock of the headline, stay disciplined, and avoid making sudden investment decisions based on fear.

Check out the full article here:

By Eric Parnell “Team by team reporters, baffled, trumped, tethered, cropped Look at that low playing, fine, then” –It’s the End of the World as We Know It (and I Feel Fine), R.E.M., 1987 Coming in a hurry with the Furies breathing down your neck. Last week, I submitted an article discussing...

09/17/2026

A photo dump of the 2026 Professional Women’s Conference featuring Simplified Financial 💚