investment strategy proximity financial partners

Are Your Investments Aligned? A Question Worth Asking

,
When people think about investing, it's natural to focus on performance. After all, market headlines often make us wonder whether our portfolio is keeping up. But strong returns don't always mean your investments are working for you.
family discussing financial planning proximity financial planning

The Money Conversation Most Families Never Have

, ,
Most families talk about money every day without ever really talking about money. They discuss grocery bills, vacations, home projects, and whether now is the right time to make a big purchase...
is your portfolio diversified Proximity Financial partners

The Importance of Diversification in 2026: Why a Balanced Portfolio Still Matters

,
Every year seems to bring a new investment trend. One year it is AI, another year it is technology stocks or cryptocurrency. Diversification continues to be one of the most important principles of long-term investing, and in 2026, it is just as valuable as ever.

The Financial Cost of Waiting: Why Putting Off a Plan Can Be Expensive

, , ,
There are a lot of things in life that can wait. Cleaning out the garage. Tackling that home project you’ve been putting off. But when it comes to your finances, waiting can sometimes come with a price.
life changing event

How to Create a Financial Plan When Life Keeps Changing

,
Life is constantly moving, and that's exactly why your financial plan can't be something you create once and forget about.A good financial plan isn't rigid. It's designed to adapt as your life evolves.
Building wealth while prioritizing family

How to Build Wealth While Balancing Family Priorities

, ,
When people think about building wealth, they often picture investment accounts, retirement plans, and long-term financial goals. Many of the families I work with are focused on something more immediate: balancing today’s responsibilities while still preparing for tomorrow.
This One Time At Band Camp

This One Time, At Band Camp

, ,
The defining feature of the moment is not any single narrative. It is the volume of them. Hormuz, Fed leadership, an Iran deal that may or may not come, an earnings season that needs to clear a high bar
Roth IRA versus Traditional IRA Proximity Financial Planners

Should You Consider a Roth Conversion in 2026?

,
When it comes to retirement planning, one of the most common questions I hear is, “Should I convert my traditional IRA to a Roth IRA?” The answer isn’t always simple, but for some people, 2026 could be an excellent time to consider a Roth conversion.
retirement dock in water proximity financial partners

What Does a Comfortable Retirement Look Like for You?

, ,
When people think about retirement, one of the first questions they usually ask is, “How much money do I need?” And while that’s an important question, I don’t think it’s the first question.
private credit proximity financial partners

Private Credit. What’s Working, What’s Being Tested

,
Private credit has benefited from a long stretch of investor demand for income. More recently, performance appears to be diverging beneath the surface.