OUR LATEST INSIGHTS

Most families avoid financial conversations during the holidays. The truth is, these talks can reduce stress, prevent conflict, and bring lasting clarity.

February is the month of love, and while chocolates and roses often take center stage, there’s another area where communication and understanding are essential in relationships: finances. Money is one of the leading causes of stress and conflict in relationships, yet it’s a topic many couples tend to avoid. By understanding each other’s “financial love language” and working together to align money goals, couples can not only strengthen their bond but also create a more secure future. Open communication about finances fosters trust, reduces tension, and helps achieve the peace of mind every partnership deserves.

We celebrate the 85th birthday of our founder, Arnold Van Den Berg.

Discover how 79% of millionaires didn't inherit their wealth and how consistent investing, smart spending, and avoiding debt are the real keys to achieving millionaire status.

Scott was recently featured in MoneyTalksNews. Click here to read more.

Have you ever felt like life is too short to stay in an unfulfilling job? Welcome to the YOLO economy, where 'You Only Live Once' drives bold career moves and personal fulfillment over traditional paths. In our latest article, "The YOLO Economy: A New Era of Risk and Reward," we explore the rise of this daring mindset, its impact on our financial future, and how it compares to older generations' economic behaviors.

The Five Star Wealth Manager Award recognizes top advisors based on ten objective service criteria evaluated annually by Five Star Professional.

Good health is the ultimate wealth! Without it, financial success loses its significance. Integrating health into your financial strategy helps ensure that your achievements translate into meaningful and satisfying experiences. Discover Scott's insights on prioritizing health and wealth for a truly fulfilling life.