Investor's Resource

05/20/2026

Milo was a proud supporter this year at the Forbes - Shook Top Womens Advisor Summit! Mom snuck him downstairs for a photo op!
www.invresource.com

05/19/2026

Rick Wedell just released a new Market Commentary covering two of the biggest stories in markets right now: a historic Q1 earnings season and a fresh round of inflation data that is shifting rate expectations. This commentary helps put both stories in context for long-term investors.

Watch the latest Market Commentary:

The stock market is navigating two competing forces right now, and ...

05/13/2026

The cost of raising a child in the U.S. continues to rise, reaching a new milestone in recent estimates.

A new analysis puts the total cost at approximately $303,000 through age 18, or about $16,800 per year on average.

These figures include everyday expenses like housing, food, and childcare, but do not account for college costs, which can add significantly more over time.

Costs can also vary widely depending on location. Some states saw notable increases, while others experienced slower growth in certain child-related expenses.

While the overall total has increased, some categories, such as early childcare, have shown signs of stabilizing in recent data.

As costs evolve, these trends offer a broader view of how family-related expenses are changing.


Source:

Raising a child through age 18 is most expensive in Hawaii, where a family would spend an estimated $412,661 in 2026, LendingTree found.

05/07/2026

Life has a way of bringing unexpected change, and this conversation with Shari Moxley is such a meaningful reminder that how we respond to those moments can shape so much of our journey. Insightful, encouraging, and full of perspective worth hearing.

05/05/2026

That yellow section? That's money you never saved, your money made it for you.

This is compound interest in action. Start with $1,000/year at a hypothetical 5 percent return, and by year 30, you've built nearly $70,000. But the real story is the yellow: Interest earning interest.

Year 1: almost no interest at all.
Year 30: the interest on your interest alone might cover a year of car payments (or more).

You don't need to invest more. You need to stay focused on your strategy. What's one financial habit you wish you'd started earlier? Drop it below. 👇

04/29/2026

A bonus or unexpected windfall always feels like a win, and it should. But beyond the excitement, it’s also an opportunity.

Before it disappears into everyday spending, it may be worth asking: What could this do for my future?

Pay down high-interest debt. Strengthen your emergency fund. Invest toward long-term goals. Or yes, set aside a portion to enjoy with your family.

There’s no one-size-fits-all answer, but there is a thoughtful approach.

If you’ve recently received (or are expecting) a windfall, it might be a great time to step back and look at the bigger picture.

Wondering what to do with a bonus or financial windfall? Learn smart ways to use extra money, from paying off debt to investing for future goals.

04/26/2026

Reminiscing......As we grow and as advisors increase in knowledge and capability, that knowledge gets synthesized throughout the organization. What better representation of that than how many people were polled for Dale's birthday cake?!.....Just a smile, yet again when the "memory" popped up, to see this video. 😀 We do it all FOR YOU - our awesome clients!

04/26/2026

This is what we aspire to do with clients: pick them up and run a better race so that no matter what, we reach the finish line better than if we’d never have met.

04/25/2026

Something’s happening at Investor’s Resource! Adding an office and updating the conference room…it’s almost done! Time to rehang pictures…!

04/21/2026

During the Artemis II mission, a deeply personal moment became a permanent part of lunar history. What began as a heartfelt request from the crew has now been officially recognized: a crater on the Moon is now named Carroll.

The crater honors Carroll Wiseman, the late wife of mission commander Reid Wiseman, who passed away in 2020. During their flight, the crew spotted a "bright spot on the moon" and shared an emotional moment as they proposed naming it in her memory.

The International Astronomical Union (IAU) has formally approved the name Carroll, ensuring her legacy remains etched on lunar maps. It’s a touching reminder that space exploration isn’t just about scientific milestones—it’s about the human stories and the loved ones who inspire the journey from home.


Source:

Video captured the emotional moment the Artemis II astronauts proposed naming a crater after Carroll Wiseman, who died of cancer in 2020.