Published Articles
Wealth Planning
Wealth Planning
New Wealth-Strategies for Financial Windfalls
Adam Lawrence, CPA, CFP®, May 2026
In January 2026, Fernando Mendoza, the Indiana Hoosiers' Heisman–winning quarterback, led an historic run to a National Championship. While the victory secured his place in the record books, it also fundamentally shifted his balance sheet.
Peter Faust, CFP®, April 2026
A 529 plan is a popular savings vehicle that is used to save for future college expenses. It offers the benefit of tax-deferred growth and tax-free withdrawals for qualified education expenses.
Tina Yang, CFP®, February 2026
One of the fastest-growing risks today is fraud made more convincing by artificial intelligence, or AI.
Markets
Founder's Perpective
Founder’s Perspective
Is the Message of Gold’s Meteoric Rise Concerning?
John Merrill, January 29, 2026
It is a great feeling to own an asset when its price surges. Gold may at least partially be an exception. Most everyone knows that gold serves as a disaster hedge…or a severe inflation hedge…so does gold’s explosive gains signal something we should be concerned about?
Recognizing Reality…and Responding to it NOW
John Merrill, September 25, 2025
Is there anyone left in the country who still believes that we can continue the social benefit promises currently in place without change? Today, over 60% of all federal tax collections go to the major social programs including Social Security, Medicare, and Medicaid. Based on current projections, that percentage will keep rising until eventually exceeding 100%.
New Geopolitical Realities Require Change
John Merrill, May 22, 2025
Exactly six years ago, the title of my Perspective was A New World Order (October 2018). The main message of that piece was that the post-WWII world order was breaking apart. The rules formerly agreed for international trade, investment, and security were being undermined by China.
Books
Books Published
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Perpetual Wealth (2025)
Strategies for Financial Freedom
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Investing in Uncertain Times 2nd Edition (2018)
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Investing in UNCERTAIN Times (2012)
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The Sure Road to Investment Success
Building Your Best Portfolio for Risk and Reward
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The Sure Road to Investment Success
Preserving and Enhancing Wealth Over a Lifetime
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Outperforming the Market
Everyone's Guide to High-Profit, Low-Risk Investing
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Beyond Stocks
A Guide to the Best Performing Complete Portfolios
