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Blog

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Greg Gagne | Jun 10, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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An overhead view of someone walking on a tightrope high above a forest.
Greg Gagne | Apr 14, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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a roller coaster at an amusement park by Somruthai Keawjan courtesy of Unsplash.
Greg Gagne | Mar 11, 2025

Market Volatility is a Reality of Any Long-Term Plan

Market volatility is an inevitable part of investing, and it can often be unsettling. Maintaining a long-term focus during turbulent times can provide a sense

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A business person in an open office working on a laptop.
Greg Gagne | Feb 18, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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A mountain range
Greg Gagne | Dec 5, 2024

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Investments
Finance
Risk Management

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you

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white and brown concrete spiral stairs by Dan Freeman courtesy of Unsplash.
Greg Gagne | Nov 22, 2024

Why Dollar-Cost Averaging is a Smart Investment Strategy

Dollar-cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of market conditions. This

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Greg Gagne | Oct 8, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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A trail in a forest splitting into two divergent paths.
Greg Gagne | Sep 5, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Close-up image of an elderly hand being held by a younger-looking hand
Greg Gagne | Aug 8, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Image of a sailboat sailing on a lake, with cloudy weather above.
Greg Gagne | Jun 4, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Greg Gagne | May 13, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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An older man relaxing and laying down in an inner tube on relaxing water.
Greg Gagne | Apr 11, 2024

Retirement Planning Basics. 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
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