Cody Warren, CPA, CFP®

Check out Mike’s holiday lights guide!

We’re Taking Thanksgiving with Martha Stewart, David Chang, Gayle King, Gwyneth Paltrow and More We’ve gathered some of the biggest names in cooking and culture to share warm memories, hot takes and delicious recipes.

Elmo needs you to breathe…and dance! Happy Thanksgiving!

Putting Breaking News in Perspective When breaking news hits, focusing on what matters in the next five hours, five days, and five years can help you take the best steps forward.

An article I wrote last year that still resonates today. Focusing on what I can control now in the context of my overall financial goals and objectives.

Thanks for sharing and including me!

Addressing post-election fears for LGBTQ clients President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

"Being a great listener" and understanding that "people are going to have unease about investments specifically" when they believe their rights are under attack can go a long way, said Lindsey Young, of Quiet Wealth.

#wealthmanagement #LGBTQ #election2024