Fall 2025 Newsletter
Curious about what lower interest rates mean for your money? Or how our Sequoia strategy could help your portfolio grow? We’ve got answers, plus a few updates on the One Big Beautiful Bill Act that might surprise you.
The Joy of Saying "Yes"
Financial planning isn’t just about spreadsheets. It’s about feeling free to live life on your terms. Imagine saying “yes” to that dream trip or finally starting that passion project. What would you choose if money wasn’t holding you back?
» Read Article
NEEDS, WANTS, & LEGACY
Your financial plan should feel tailored to you. In this video, we talk about building a strategy that supports your needs, your joys, and the legacy you want to leave behind.
» Read Blog Article
How Lower Interest Rates Might Impact Your Financial Plan
The Federal Reserve made a small move in September, lowering interest rates by 0.25%. It might seem minor, but even little shifts like this can ripple through your savings, borrowing, and investments.
» Read Blog Article
Breaking Down the
One Big Beautiful Bill Act
We dug into the fine print so you don’t have to. Here’s what’s changing and how it could impact your taxes, savings, and long-term plans. Let’s make it simple.
» Read Blog Article
A SEPTEMBER TO REMEMBER
September was full of heart and we’re grateful you were part of it. From enjoying classic tunes together at Party in the Park to cheering each other on at the Columbus Marathon, Half Marathon & 5K, every smile, step, and song made these moments unforgettable. Thanks for celebrating 30 years with us.
» Feature Photo Gallery
Looking for More?
» Explore past issues in our Rising Dividend Report Archive.
.png?width=900&name=careers%20(3).png)
