Posts by grace
$40 Trillion and Counting
This month, the U.S. national debt crossed $40 trillion – a milestone that’s making headlines and raising eyebrows. That figure is not just a piece of economic trivia; it’s more…
Read MoreThe U.S. ‘Family Budget’
As you may recall, in 2024, we celebrated Preservation Specialists’ 20th anniversary. Now I’ll share an extra tidbit that very few people know. I actually incorporated a previous company in…
Read MoreWhat’s the Status of Social Security?
What’s the Status of Social Security? As we celebrate 250 years of the United States this month, it is a natural time to provide an update on one of the…
Read MoreThe Importance of Independence
This July, America marks a milestone unlike any other: 250 years of independence. So many generations dedicated to the pursuit of liberty, opportunity, and the promise that we each can…
Read MoreWinning Through Simplicity
One of our biggest jobs as your advisors is reminding you that, when it comes to investing, simpler is often better—and safer. We know finance can seem complicated. There are…
Read MoreFrom the Founder: Additional Offering Details
A couple of months ago, I mentioned that I was excited about the new services we were rolling out. Today, I thought I would provide more details in the context…
Read MoreFrom the Founder: What is the Market Issue of the Day?
Recently, someone forwarded to me the following blog post from Joe Wiggins, the head of research at a large U.K. wealth manager. He suggests the following life cycle of an…
Read MoreFrom the Founder: Making Retirement Planning Easier Than Ever – All Under One Roof
Since our founding back in 2004, Preservation Specialists has always aimed to do more than simply manage investments—we work relentlessly to raise the bar for our clients and their families.…
Read MoreFrom the Founder: Investing vs. Speculating
I find that year-end is such a perfect time to reflect on the past year. 2025, like many years, saw some very surprising results. [Please note that all of the…
Read MoreOne Big Beautiful Bill Act
As we officially hit the halfway mark in 2025, it is hard to overlook the major news hitting our screens every single day. As many of you likely saw, President…
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