EntryPoint Wealth Management

10/22/2026

It's about funding the life you want after work.

The most successful retirees don't just ask:

Can I retire?

They ask:

What do I want retirement to look like?

10/20/2026

Most people focus on account balances.

Retirees should focus on income sources.

Examples include:
• Social Security
• Pensions
• Bonds
• Dividend-paying investments
• Strategic portfolio withdrawals

The goal is to build a system of repeatable predictable cash flows, and not to chase investment returns.

10/16/2026

THE HIDDEN COST OF HOLDING TOO MUCH CASH

Cash feels secure — but inflation slowly reduces what it can buy.

The choice isn't merely risk versus safety; it's securing today versus maintaining tomorrow's purchasing power.

What's right depends on your goals, timeframe, and income needs.

10/14/2026

Many retirees spend more time worrying about markets than enjoying retirement.

The goal isn't to predict the next market move. It's to create a retirement income strategy that can weather both good and bad markets.

At EntryPoint, we create written retirement income plans that can answer one important question:

Where will my next paycheck come from?

10/08/2026

Exploring AI investment beyond the US. We dive into key players in Taiwan and South Korea, including Taiwan Semiconductor, SK Hynix, and Samsung. Diversification is crucial.

10/07/2026

Had the chance to join Marley at Schwab Network on Friday and talk about our view on the right parts of the investing markets clients need to focus to drive returns in the 4th quarter...

10/02/2026

Excellent commentary from Neil Kashkari - Fed Governor. He has a great understanding of the economy and more important, recognizes that inflation hurts our economy.

He comments that the Fed must act to get inflation under control ... 5 years+ of rampant inflation doesn't serve the best interest of any american.

I expect higher interest rates given his comments. I especially related to his comments around minute 8:30 in the clip as he talks about the struggles of small business owners.

Federal Reserve Bank of Minneapolis President Neel Kashkari says th...

09/24/2026

Hey Chris - Why are you involved in NAPFA?

Fee-only advisors don't get commissions, referral fees or sales incentives. They give transparent advice that improves lives, paid for directly by the client.

05/27/2026

Graduation season is here, and we wanted to take a moment to celebrate the graduates in our network!

Whether your graduate is completing Pre-K or their MBA, we want to extend heartfelt congratulations on this milestone.

Here’s to new beginnings, exciting opportunities, and all the big moments that lie ahead🎉

05/26/2026

Consumers are battling high inflation, rising interest rates, and economic pressures. Yet, Wall Street shows incredible momentum. Can growth persist through these challenges? This week's outlook is complex.