Resources and Stories for Real People

Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.

Summing Up 2021

Summing Up 2021

2021 proved to be another strong year, as the S&P 500 Index® returned 28.7%, this and more found in the Arcadia Wealth Management summary of the 2021 Market Report. Despite the many reasons one could have found for stocks to retreat, 2021 proved to be another strong year, as the

money and emotions

When it comes to making big financial decisions, understanding how your brain works and thinking with the right brain can protect you from harmful consequences down the road.

biden's tax plan

Understanding the Biden Tax Plan

The Biden Administration and congressional Democrats have released a full tax proposal that the House Ways and Means Committee is set to vote on this week.

Market Review 2020: Looking Back on an Unprecedented Year

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets.

Financial Accomplishments for Millennials

There is a lot of evidence that suggests that are facing unique challenges that older generations never had to encounter, as it relates to finances. With this backdrop, it’s easy to see that Millennials have actually accomplished quite a lot despite having to navigate the 2008 financial crisis, as well as overcoming a

Aging Parents: Can a Home Remodel Allow Your Parent to Age in Place?

When it comes to living independently as we age, much has to do with our surroundings. Many people wish to remain in their homes and age in place, but this is not always manageable. If you are helping your aging parents determine their options, it’s worthwhile to ask whether retrofitting

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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