Your Resource Center for Authentic Wealth

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 Ashley Taylor

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®

July 22, 2025

Retirement isn’t just about what you want to do—it’s also about what you’re ready to leave behind. At Abaris, we invite you to explore the Retirement Anti-Bucket List—a powerful exercise that helps you identify the people, obligations, and expectations you no longer want in your next chapter. By saying no to what drains you, you create space for what truly matters: joy, peace, and purpose. Discover how this practice can unlock a more intentional, empowered retirement—and help you build a life that reflects Authentic Wealth in every way.

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

July 9, 2025

The 2025 tax law introduces changes to deductions, estate tax exemptions, and retirement benefits—while cutting back on clean energy credits. Discover how these updates affect your tax planning and values-based financial strategy.

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