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RISE Blog

Tuesday, April 7, 2026

CLIENT MARKET INSIGHTMidterm Elections & the Stock MarketWhat history shows about market behavior during midterm election years — and the powerful rally that often follows.Understanding the PatternEvery four years, midterm elections...

Monday, April 6, 2026

Let me ask you something: If your IUL policy were a car, would you know how many miles are on it?Most people who own an Indexed Universal Life policy know they have one. They’ve been paying premiums consistently, they trust the...

Monday, April 6, 2026

Let me start with something essential: If you don’t have life insurance yet, stop what you’re doing and get term life insurance today.Seriously. I mean it. Reach out to me – as a broker, I can shop multiple carriers to find you the...

Tuesday, March 17, 2026

When evaluating permanent life insurance, most presentations focus on how policies are designed to work under ideal conditions. Illustrations show smooth growth curves, steady returns, and predictable outcomes.What's often missing is...

Monday, March 16, 2026

I need to tell you something that doesn’t get said clearly enough in some financial commentary: the stock market is significantly overvalued by historical standards.This isn’t a political statement. It’s not fear-mongering. It’s not a...

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Saturday, March 14, 2026

Something doesn't add up.The stock market has been hitting record highs throughout 2025 and into 2026. Meanwhile, if you talk to people in your community – real people with real jobs – many will tell you the labor market feels...

Saturday, March 14, 2026

You've probably heard people say "I'm in the market" or "I lost money when the market crashed." But what does that actually mean? What is the stock market, and how does it really work?Let me break this down in plain English, because...

Friday, March 6, 2026

Every financial advisor asks the same question during initial meetings: "What's your risk tolerance?"Many people answer confidently. "I'm aggressive." "I can handle volatility." "I'm in this for the long term."Then markets crash....

Thursday, March 5, 2026

Let me start with a confession: I spend a lot of time talking people out of their assumptions about taxes.Just last week, I had a conversation with a couple in their mid-30s who'd been aggressively maxing out their 401(k)s for...

Thursday, February 26, 2026

Most investors own both stocks and bonds in their portfolios. Many follow the traditional 60/40 allocation – 60% stocks for growth, 40% bonds for stability and income. But how many truly understand why this allocation works? How do...

Friday, December 5, 2025

Efficient financial planning can help bypass probate, expediting the transfer of gifted assets to heirs. Witnessing loved ones enjoy the fruits of your hard work becomes a tangible and rewarding outcome of these strategic financial moves.

Friday, November 7, 2025

A 5-minute read on choosing an advisor who sees money as more than math Most financial advisors approach wealth management as a transaction. You bring assets, they provide strategies. You ask questions, they offer products. It's...

Tuesday, November 4, 2025

A 5-minute read on finding peace without losing purpose There's a thin line between being satisfied with what God has given you and becoming spiritually lazy. One honors God. The other disappoints Him. Paul tells us in Philippians...

Monday, October 27, 2025

What if your professional network actually understood why you do what you do—not just what services you offer? At RISE Wealth Strategies, we've discovered something powerful: when strategic partners share your core values, referrals...

Friday, October 24, 2025

Ever wonder what happens when every dollar in your life actually has a job to do? At RISE Wealth Strategies, we see it every week—clients transforming from feeling overwhelmed by money to feeling organized and purposeful. Here's what...

Wednesday, October 22, 2025

What if the secret to financial peace wasn't earning more, but dividing differently? The world says: squeeze every penny, maximize returns, and maybe give something if there's extra. But there's never extra. Scripture offers a...

Thursday, October 9, 2025

Here's what most people miss: life insurance isn't about death. It's about protecting life. Think of it as income replacement insurance. Because that's really what it is.

Thursday, October 2, 2025

A donor advised fund (DAF) is a charitable giving vehicle that allows you to make a contribution today, receive an immediate tax deduction, and then recommend grants to your favorite charities over time. Think of it as a charitable...

Thursday, October 2, 2025

A Qualified Charitable Distribution (QCD) allows individuals aged 70.5 or older to transfer up to $108,000 annually (2025) directly from their IRA to qualified charities without including the distribution in taxable income.1 Key...