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Should We Be Worried About Our Investments Because of Political Uncertainty?

Should We Be Worried About Our Investments Because of Political Uncertainty?

by Luke A. Palmer | Sep 4, 2025 | Investment Strategies, Protection

Should We Be Worried About Our Investments Because of Political Uncertainty? Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 8 September 2025 A Guide to Navigating Market Volatility During Uncertain Times The headlines are hard to ignore. Policy changes,...
Small Business Acquisition: A Strategic Investment Framework for 2025

Small Business Acquisition: A Strategic Investment Framework for 2025

by Luke A. Palmer | Aug 13, 2025 | Enterprise Development, Investment Strategies

Small Business Acquisition: A Strategic Investment Framework for 2025 Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 13 August 2025 Strategic Overview: Market Dynamics in Business Acquisition The convergence of market factors creates complex but potentially...
The Cornerstone of Financial Success: How Strategic Planning Transforms Lives

The Cornerstone of Financial Success: How Strategic Planning Transforms Lives

by Luke A. Palmer | Aug 8, 2025 | Financial Planning, Investment Strategies

The Cornerstone of Financial Success: How Strategic Planning Transforms Lives Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 8 August 2025 In today’s complex economic landscape, financial planning has evolved from a luxury service for the ultra-wealthy to an...
Housing Market Analysis: Strategic Barriers Reshaping First-Time Home Buyer Wealth Building

Housing Market Analysis: Strategic Barriers Reshaping First-Time Home Buyer Wealth Building

by Luke A. Palmer | Jul 25, 2025 | Financial Planning, Investment Strategies

Housing Market Analysis: Strategic Barriers Reshaping First-Time Home Buyer Wealth Building Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 25 July 2025 Market Analysis: First-time homebuyers now represent just 24% of all residential purchases—the lowest...
The Strategic Real Estate Allocation: Beyond the 20% Rule

The Strategic Real Estate Allocation: Beyond the 20% Rule

by Luke A. Palmer | Jul 14, 2025 | Family Office, Investment Strategies

The Strategic Real Estate Allocation: Beyond the 20% Rule Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 14 July 2025 For decades, financial advisors have suggested a simple rule: limit real estate to 20% of investment portfolios. This outdated guidance...
The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact

The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact

by Luke A. Palmer | Jun 20, 2025 | Investment Strategies, Protection

The Executive’s Guide to Concentrated Stock Positions: Balancing Growth, Risk, and Philanthropic Impact Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®, Owner and CEO 20 June 2025 For successful executives and entrepreneurs, concentrated stock positions often represent both...
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