Investors often focus on low expense ratios, but the real drag on long term returns usually comes from hidden tax costs inside mutual funds and ETFs. This article breaks down how tax efficient investing, qualified dividends, and smart portfolio design can help you keep more of what you earn and strengthen your overall wealth plan.

This guest blog from RHEA Services explains why proactive estate, household, and digital-life planning is essential for reducing stress, confusion, and financial disruption during times of loss. It shows how thoughtful organization beyond legal documents helps families and caregivers handle responsibilities with clarity, confidence, and peace of mind.

We’re thrilled to welcome Ashley to the Perkins Wealth Advantage team! As our new Client Service Associate, Ashley brings energy, warmth, and a focus on details that help keep your financial life running smoothly. Watch our short video to get to know her and see why we’re so excited to have her on board.

Investing at all-time highs may feel risky, but history shows that new market records are a normal and often rewarding part of long-term investing, making it more costly to sit on the sidelines than to stay invested through the ups and downs.

Wondering whether gold or the S&P 500 is the better long-term hedge against inflation? Learn why diversified equities have historically outpaced gold and how you can protect your purchasing power over time.

Looking to add something meaningful to your summer reading list? These three books won’t give you stock tips, but they will help you become a smarter, calmer, and more confident investor. Each one offers timeless lessons on behavior, discipline, and long-term success.