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From the Founder:
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…
Read MoreCountdown 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…
Read MoreFact 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…
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