Winning 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 always headlines about the latest market craze or a new “hot” stock. But real investing success is rarely about sharp moves or clever tricks. It’s…
From 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 of the five areas of retirement planning in which we work for all of our clients. If you feel that any of the following could…
From 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 economic or stock market issue of the day: Stage 1: A news story becomes the focus of investor & market attention. Stage 2: We greatly…
From 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. Every year, we take the lessons we’ve learned and the feedback you provide to improve, adapt, and add new ways to simplify your financial life.…
From 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 returns listed below are rough estimates from mid to late December 2025.] As you might imagine, investments are a topic people like to discuss with…
One 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 Trump signed the One Big Beautiful Bill Act (OBBBA) on the Fourth of July, which introduced significant changes to our tax code effective immediately. Spanning…
Countdown to Retirement: Timing Is Everything
Whether you’re decades away or counting down the years, hitting specific financial checkpoints at different stages will help ensure a smoother transition into retirement. Here’s a quick, decade-by-decade guide to help you stay on track. YOUR 50s: Now is the decade to assess where you stand financially and determine what adjustments are necessary to meet…
Fact or Fiction? The Truth About Social Security
Social Security is a vital part of retirement planning for millions of Americans. Yet, misunderstandings about how it works can lead to costly mistakes. Understanding the facts can help you make better decisions and maximize this essential benefit. Myth 1: Social Security Will Cover All My Retirement Needs Social Security replaces only about 40% of…
Summer Tax Tune-Up: 5 Tips to Help You Save
Summer isn’t just for vacations and barbecues — it’s also the perfect time to revisit your tax strategy and set yourself up for a smoother, more stable year ahead. Here are five essential mid-year tax tips to keep your finances in top shape. 1. Adjust Tax Withholding and Payments Changes in income — like starting…
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