Adam M. Guzek CFP, CEPA, MSF

08/03/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

07/30/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

07/28/2026

An estate plan isn't just for the ultra-wealthy. Join me to learn how an estate plan can help you care for the people and things you love after you’re gone.

07/22/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

07/20/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

07/16/2026

Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and if it’s right for you.

Find out how long-term care insurance works and if it’s the right solution for you.

07/14/2026

AI-driven data centers consume vast power and water, with demand potentially tripling by 2030. Let’s discuss how next-gen infrastructure solutions can create compelling investment opportunities amid this accelerating demand.

07/08/2026

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and keep your money working harder for you.

07/06/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. If you have questions, I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

07/02/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used. 529 Plans can also be used for other planning goals, and are effective estate planning tool.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.