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

Sector Performance by Market Cap: Small Caps Lead in 2026

Insights with Simpkins

Company size can shape investment returns as much as sector does. Through October 2, 2026, the S&P SmallCap 600 gained 16.30%, ahead of the S&P 500 at 13.79% and the S&P MidCap 400 at 12.08%. Small caps also beat their larger peers in eight of eleven sectors. Patrick Simpkins breaks down what the numbers show and what to watch next.

What Financial Confidence Actually Looks Like

Financial Planning

Financial confidence isn’t about having every answer or a perfect plan. It’s about understanding your options and knowing what your money can make possible. Then you can make decisions with clarity as life changes. Learn how small, deliberate steps can help you move forward with intention.

Market Commentary – Not As Many Sharks Flying Around

Market Update

The storm hasn't passed, but the market has stopped flinching. In our September 2026 market update, we look at the Fed's next move, oil above $100, and rising Japanese bond yields. We also explain why value is beating growth and what it means for diversified portfolios.

You Don’t Have to Have Everything Figured Out Before You Start Planning

Financial Planning, Retirement

There’s a common misconception about financial planning: before you sit down to make a plan, you’re supposed to already know what you want your financial future to look like.

What Is a Financial Safety Net, and How Much Do You Really Need?

Financial Planning

A strong financial plan should do more than help you build wealth. It should also give you enough flexibility to navigate the unexpected without derailing the goals you are working toward. That is the role of a financial safety net.

What Happens to Your Finances When You Become a Caregiver?

Financial Planning

Life has a way of changing our priorities when we least expect it. For many families, one of those changes comes when a parent, spouse, or loved one begins to need more help.

Are You Leaving Opportunities Untouched?

Financial Planning, Investment, Retirement

Most people think about their finances in terms of what they need to fix. Pay off the mortgage. Save more. Spend less. Invest more. Prepare for retirement. Those are important goals, but they can also create a very narrow view of financial planning.

When Should You Claim Social Security?

Financial Planning, Retirement, Social Security

Social Security can be one of the most reliable sources of income in retirement. But unlike a paycheck, retirees have an important decision to make about when that income begins.

Fiduciary financial advisor Proximity financial partners

What Is a Fiduciary Financial Advisor? And Why Does It Matter?

Fiduciary, Financial Planning, Investment

If you have ever searched for a financial advisor, you have probably come across the word fiduciary. It sounds important, but what does it actually mean? In simple terms, a fiduciary is a financial professional who is required to act in their client's best interest when providing fiduciary advisory services.

Cash Reserves Create Flexibility

Financial Planning, Investment, Money

When people think about building wealth, investing is usually the first thing that comes to mind, and for good reason. Investing plays an important role in helping your money grow over time. But a strong financial plan isn’t built on investments alone. One of the most valuable tools in your financial toolkit is something much simpler: cash.

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.

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.

Ready to Get Started?

Every great financial plan begins with listening.
First We Listen. Then We Plan.

Schedule Your Complimentary Financial Consultation Today

Financial Insights

Recent Articles

Sector Performance by Market Cap: Small Caps Lead in 2026

What Financial Confidence Actually Looks Like

Market Commentary – Not As Many Sharks Flying Around

You Don’t Have to Have Everything Figured Out Before You Start Planning

What Is a Financial Safety Net, and How Much Do You Really Need?

What Happens to Your Finances When You Become a Caregiver?

Are You Leaving Opportunities Untouched?

When Should You Claim Social Security?

What Is a Fiduciary Financial Advisor? And Why Does It Matter?

Cash Reserves Create Flexibility

Are Your Investments Aligned? A Question Worth Asking

So You’re Telling Me There’s a Chance

Ready to Get Started?

Our Location

Quick Links