Stories

Stories, Videos and Life Questions to help us make more informed decisions about life, money and who we want to become.

• The Fisherman and the MBA Graduate
•  How Oil Prices Impact Inflation, the Fed and Markets - April 2024
• A Tale of Two Financial Perspectives: A Broker vs. A Fiduciary Financial Planner
• Black Swan Events: Understanding the Unpredictable and How to Prepare
• Higher Risk, Lower Returns 2024 a Hedge-Fund Story
• Understanding Debt Crises: Lessons from History and the Current U.S. Fiscal Landscape 2025
• What Happens When Debt Spirals Out of Control: A Story for Everyday Investors February 2025
• Wonka 2023 - A story of Regulatory Capture and Lower Returns
• Catastrophic Risk
• What Happens When You Mix Money and Advice from Friends
• The Mirage of Target-Date Funds: A Closer Look at Their Hidden Pitfalls
• Why Independence in Financial Advising Matters: The Hidden Conflicts of Large Custodial Platforms
• Don’t Let Fear Freeze Your Financial Future: How to Navigate Uncertainty in 2025
• Working With Sterling Edge Financial: Why We’re the Michelin Star of Financial Advisors
• The Future of Taxes: What the 2025 TCJA Replacement Could Mean for You
• Challenges Facing your High Yield Savings Account - 22% Federal Tax Bracket
• Saving in a 32% Federal Tax Bracket - February 2025
• Why Mortgage Rates Likely Won't Fall in 2025
• What is a Home Equity Line of Credit? (HELOC)
• The Value of Rolling Over Your Old 401(k) When You Leave Your Job
• Take Back Control of Your Retirement: Why Rolling Over Your Old 401(k) Matters
• Rethinking Index Funds: Why Cost Isn’t Everything
• The Art of Staying Diversified: Lessons from History
• Mission Ready: Why Most Investors Are Gambling With Their Financial Future
• The Missed Opportunity in Taxable Investing
• Understanding Buyouts and Their Implications 💼
• The Value of Personalized Financial Advice in a World of Online Noise - March 2025
• Understanding Financial Advice: More Than Just Selling Products
• What is a Securities Backed Line of Credit? (SBLOC)
• What Is Financial Planning? Summer 2025
• A Wake-Up Call for University Professionals Nearing Retirement