71% of advisory clients experience financial anxiety. Research shows what actually builds trust with an advisor and what you can do about hidden money stress.

What a nonprofit strategist taught us about the assets no brokerage account can hold. In conversation with Angela Burgess, Nonprofit Strategist. I wrote a check the morning after big charity dinner last year. It felt good, but also incomplete. I gave reactively, as many of us do. I didn’t have a plan, a structure, or someone asking me if the check was the highest and best use of what I had to offer. That gap between intention and impact bothered me. I spend my professional li

Most portfolios don't have rules. They have allocations, projections, and assumptions. But when markets drop 20% and you need to take a distribution, there's no system telling you what to do. No rule for which account to pull from. No structure preventing you from panic-selling at the bottom. Every decision gets made under pressure, in the moment, when emotions are running highest. That's backward. And I learned exactly why during a war. When My Models Got Stress-Tested for

Consumer confidence just hit multi-year lows. Manufacturing sentiment is in contraction. People feel pessimistic about inflation, job security, and the direction of the country. And yet : Retail sales are strong. Industrial production ended 2025 with solid momentum. The unemployment rate fell  in January. Jobless claims remain historically low. Something doesn't add up... This gap between how people feel  about the economy and how they behave  in it has been widening for over

You built your wealth through discipline. Clear decisions. Systematic thinking. So why does managing that it feel like you're making it up as you go? Every financial decision feels high-stakes. Should this bonus go to savings or investments? Max out the 401(k) or fund the Roth? Pay down the mortgage or build reserves? The options multiply faster than your ability to evaluate them. Here's the strange part: more money should mean fewer problems. Instead, it often means more que

Are you avoiding your "nest egg" number? Learn how our Financial Assessment provides clarity for Boise business owners using the R&R Investing framework.