Author: spek-dev

Time to read: 4 min As we begin 2025, it’s helpful to reflect on the financial landscape of 2024. The year offered valuable insights into market dynamics and reinforced foundational investment principles. Based on a market review by Jordan Bradford, CFP® and Senior Financial Advisor at The Tranel Group, here’s a look at notable trends […]

Time to read: 4 min Are You Getting Financial Planning or Investment Management from Your Financial Advisor? Investment management and financial planning are terms that are often used interchangeably. While they are both important tools in growing wealth, they are two distinctly different concepts and practices, offered by two different types of financial professionals, providing […]

Time to read: 3 min Wrap Up the Year: Financial Moves to Consider Before 2025 As the year winds down, it’s natural to start thinking about what’s next. But before you dive into new goals, it’s a smart idea to take a quick look at your finances and see if there are any moves you […]

Time to read: 5 min Believe it or not, most wealthy people haven’t found themselves in the top 5% because they’ve made one brilliant investment or earn seven-figures a year. In fact, many have similar incomes to others who have accumulated much less money over time. So if income alone isn’t an indicator of wealth, […]

Time to read: 3 min It’s fair to say that, for many Americans, a presidential election is a high-stress situation. From concerns over social issues, domestic and foreign policy, healthcare, and more, it’s understandable that many feel there is a great deal at stake. When you add in the 24-hour media cycle, vastly opposing ideologies, […]

Time to read: 3 min While the CPI is a crucial economic indicator, there’s a noticeable gap between what it reports and what people feel day to day. Let’s dive into this disconnect and what it means for you as a consumer and a financial planner. The CPI and Inflation: What Are They? The CPI, […]