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.

Thinking about a Roth IRA conversion in 2025? With potential tax hikes ahead and volatile markets creating opportunities, this post breaks down when a conversion makes sense and the key pitfalls to avoid.

Feeling uncertain about investing right now? This documentary, Tune Out the Noise, explains why a research-driven, long-term strategy beats market timing, and why that’s the approach I recommend to clients.