Financial Insights

Welcome to the Proximity Financial Partners Resource Center, your go-to destination for practical financial guidance, educational tools, and timely insights. Here, you’ll find a collection of articles, videos, and resources designed to help you better understand key topics like retirement planning, investment strategies, insurance, and wealth preservation. Proximity Financial Partners focuses on making complex financial concepts easier to navigate so you can make informed, confident decisions.

Whether you are planning for the future, evaluating important financial decisions, or simply looking to stay informed, this page is built to support your financial journey with clarity, perspective, and actionable knowledge.

Recent Articles

investment strategy proximity financial partners

Are Your Investments Aligned? A Question Worth Asking

Financial Planning, Investment

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.

Market Update Proximity Financial Partners

So You’re Telling Me There’s a Chance

Financial Planning, Market Update

Concentration is at a historic extreme. The ten largest companies in the S&P 500 now make upclose to 40% of the index, a level of top-heavy exposure not seen in roughly six decades. Passive allocations increasingly ride on one story going right.

college planning versus retirement which come first Proximity financial partners

College Planning vs. Retirement: Which Comes First?

College Planning, Retirement

If you're raising a family, you've likely wondered how to balance two important goals: saving for your child's college education and preparing for your own retirement. It's a common question, and an understandable one.

family discussing financial planning proximity financial planning

The Money Conversation Most Families Never Have

Financial Planning, Investment, Money

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

Financial Planning, Investment

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

Financial Planning, Investment, Money, Retirement

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.

How to Create a Financial Plan When Life Keeps Changing

Investment, Money

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.

Market Minute June 2026

Market Update

In the two months since March 31, 2026, the momentum factor has led the market in a massive way. But, momentum in equity markets, unlike streaks, has data to support its utility as a factor that can outperform.

Building wealth while prioritizing family

How to Build Wealth While Balancing Family Priorities

Build Wealth, Investment, Money

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

Investment, Market Update, Money

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?

Investment, Retirement

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?

Investment, Money, Retirement

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.

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Financial Insights

Recent Articles

Are Your Investments Aligned? A Question Worth Asking

So You’re Telling Me There’s a Chance

College Planning vs. Retirement: Which Comes First?

The Money Conversation Most Families Never Have

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

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

How to Create a Financial Plan When Life Keeps Changing

Market Minute June 2026

How to Build Wealth While Balancing Family Priorities

This One Time, At Band Camp

Should You Consider a Roth Conversion in 2026?

What Does a Comfortable Retirement Look Like for You?

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