Your Resource Center for Authentic Wealth

November 6, 2025

October brought more good news for investors - the S&P 500 hit its 34th record high of the year, closing around 6,840. After a brief pause to catch its breath, the market rally continued, driven by strong corporate earnings, another Fed rate cut, and a trade truce between the U.S. and China.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

October 28, 2025

Meet Alex and Jordan. Both achieved significant financial milestones as highly successful executives in their 50s, granting them the freedom to pursue a meaningful second act—a life defined by purpose, freedom, and legacy. 

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

October 10, 2025

September 2025 defied expectations, delivering the strongest monthly market performance in over a decade. The Fed’s first rate cut since 2024, a surge in corporate earnings, and booming AI-driven investment pushed stocks higher across the board. But beneath the surface, concerns about inflation, stretched valuations, and weakening consumer confidence are still simmering.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

October 2, 2025

At 12:01 a.m., the U.S. government shut down after Congress missed the funding deadline. Markets dipped, gold surged, and uncertainty spiked — but history shows resilience. Here’s what this shutdown could mean for your portfolio today and in the weeks ahead.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

October 1, 2025

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

September 26, 2025

Retirement isn’t the finish line—it’s the start of something new. What if this chapter was about living with purpose, building impact, and creating a legacy while you’re still here to enjoy it? Through the Birthday Toast Question and the 5 Levers of Authentic Wealth—finances, health, mindset, relationships, and time—you’ll discover how to align your resources with the life you truly want.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

September 8, 2025

U.S. stocks extended their winning streak in August with small-caps leading the way, while international markets outperformed. Explore key highlights including sector rotations, strong corporate earnings, stubborn inflation, and shifting consumer confidence.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

August 19, 2025

Estate planning isn’t just about documents—it’s about love, meaning, and legacy. Learn how the PERMA model can help you create a plan that truly flourishes.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

August 13, 2025

Estate planning isn’t just about documents—it’s about love, meaning, and legacy. Learn how the PERMA model can help you create a plan that truly flourishes.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

August 5, 2025

Markets climbed for the third month in a row, led by strong earnings and easing trade tensions. But inflation and economic warning signs are back on the radar. Let me know if you'd like an alternative version focused on a specific audience like investors, clients, or advisors.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

August 1, 2025

Discover how to break free from the relentless pursuit of more. Learn to define your version of “enough” and build a life—and financial plan—rooted in clarity, intention, and lasting fulfillment.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®

July 28, 2025

Life has a way of throwing us financial curveballs—unexpected windfalls, career shifts, or even the quiet transition of an empty nest. These moments can bring our finances into sharp, sometimes uncomfortable focus. But they can also uncover outdated habits and long-held assumptions—offering a rare chance to rewrite our financial story with intention.

By Abbey Henderson, CFP®, RLP®, CAP®, AEP®