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Charles Schwab
Ian Bearss 6/25/26 Ian Bearss 6/25/26

Why Mid-Year Is the Right Time for Tax Planning

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How an Advisor Gets Paid Changes Everything: Understanding the Fee-Only Fiduciary Model
Ian Bearss 6/18/26 Ian Bearss 6/18/26

How an Advisor Gets Paid Changes Everything: Understanding the Fee-Only Fiduciary Model

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The Estate Documents Every Family Needs (and the One That Quietly Overrides Your Will)
Ian Bearss 6/11/26 Ian Bearss 6/11/26

The Estate Documents Every Family Needs (and the One That Quietly Overrides Your Will)

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What Bear Markets Actually Do for Long-Term Investors
Ian Bearss 6/4/26 Ian Bearss 6/4/26

What Bear Markets Actually Do for Long-Term Investors

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The Importance of Having a Written Financial Plan
Ian Bearss 5/28/26 Ian Bearss 5/28/26

The Importance of Having a Written Financial Plan

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Tax-Smart Investing: Why What You Keep Matters As Much As What You Earn
Ian Bearss 5/21/26 Ian Bearss 5/21/26

Tax-Smart Investing: Why What You Keep Matters As Much As What You Earn

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Understanding Risk Tolerance: What It Really Means for Your Portfolio
Ian Bearss 5/14/26 Ian Bearss 5/14/26

Understanding Risk Tolerance: What It Really Means for Your Portfolio

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Inflation: The Silent Tax on Your Portfolio
Ian Bearss 5/7/26 Ian Bearss 5/7/26

Inflation: The Silent Tax on Your Portfolio

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The Enemy in the Mirror: How Emotions Quietly Sabotage Investors
Ian Bearss 4/30/26 Ian Bearss 4/30/26

The Enemy in the Mirror: How Emotions Quietly Sabotage Investors

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The Quiet Power of Compounding Income: Why Dividends Deserve a Seat at the Table
Ian Bearss 4/20/26 Ian Bearss 4/20/26

The Quiet Power of Compounding Income: Why Dividends Deserve a Seat at the Table

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Building a Legacy: A Practical Guide to Generational Wealth Planning
Ian Bearss 4/9/26 Ian Bearss 4/9/26

Building a Legacy: A Practical Guide to Generational Wealth Planning

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Compounding and Direct Ownership: The Quiet Engine Behind Long-Term Wealth
Ian Bearss 4/2/26 Ian Bearss 4/2/26

Compounding and Direct Ownership: The Quiet Engine Behind Long-Term Wealth

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It's Never Too Early - or Too Late - to Think About Retirement
Ian Bearss 3/26/26 Ian Bearss 3/26/26

It's Never Too Early - or Too Late - to Think About Retirement

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Old 401(k)s From Previous Jobs? It's Time to Bring Them Home.
Ian Bearss 3/23/26 Ian Bearss 3/23/26

Old 401(k)s From Previous Jobs? It's Time to Bring Them Home.

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The Architecture of Efficiency: Navigating the 2026 Tax Landscape with Direct Ownership
Ian Bearss 2/26/26 Ian Bearss 2/26/26

The Architecture of Efficiency: Navigating the 2026 Tax Landscape with Direct Ownership

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The Day After: Navigating the Emotional and Financial Gravity of Significant Financial Change
Ian Bearss 2/19/26 Ian Bearss 2/19/26

The Day After: Navigating the Emotional and Financial Gravity of Significant Financial Change

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Wealth is a Tool, Not a Destination: The Case for Alignment
Ian Bearss 2/9/26 Ian Bearss 2/9/26

Wealth is a Tool, Not a Destination: The Case for Alignment

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Decisions, Habits, and Long-Term Control: Mastering Tax Season
Ian Bearss 2/2/26 Ian Bearss 2/2/26

Decisions, Habits, and Long-Term Control: Mastering Tax Season

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Sometimes doing nothing is the Smartest Investment Decision
Ian Bearss 1/26/26 Ian Bearss 1/26/26

Sometimes doing nothing is the Smartest Investment Decision

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He Was Doing Everything Right. It Still Didn’t Feel Like Enough.
Ian Bearss 1/19/26 Ian Bearss 1/19/26

He Was Doing Everything Right. It Still Didn’t Feel Like Enough.

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