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Blog

Latest Articles

What 2025 Taught Us About Staying the Course

Paul McClain | Dec 11, 2025
Categories
Investments
Finance
Risk Management
Retirement
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Common Retirement Regrets—And Proactive Moves to Consider

Paul McClain | Dec 8, 2025
Categories
Retirement
Finance
Savings
Risk Management
Insurance
Health
Family
Estate Planning

One Economy, Two Realities: Understanding Today's Economic Divide

Paul McClain | Nov 19, 2025
Categories
Finance
Investments
Savings
Credit
Risk Management
Retirement
Older couple embracing on a boat overlooking a body of water
Paul McClain | Apr 18, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Paul McClain | Apr 2, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle

Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.

It can be the perfect time to refresh financial tasks and dust off your

Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Paul McClain | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
A brain surrounded by circles representing brain waves
Paul McClain | Feb 9, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Paul McClain | Feb 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Paul McClain | Jan 16, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Person holding jar of coins with a 'savings' label
Paul McClain | Jan 10, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
Man reading newspaper next to laptop and phone
Paul McClain | Nov 15, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
Read More
Couple walking in a field with the ocean in the background
Paul McClain | Oct 24, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
Read More
Set of keys beside miniature house
Paul McClain | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Business page of a newspaper
Paul McClain | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
Read More
coins in a cup with growing plant
Paul McClain | Sep 19, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
Read More

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St Louis Metro Area Location

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Chesterfield MO 63017

Phone:    314-446-5090

Fax:        314-446-5091

 

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