In the Media & Market Perspectives

Our firm is regularly featured in national media outlets, offering clear, practical insight on today’s most important financial planning topics from retirement income and tax strategy to navigating volatile markets. This page also includes our quarterly investment commentary, where we share how we’re interpreting market conditions and positioning portfolios with a long-term, disciplined approach. Everything you’ll find here is designed to cut through the noise and help investors stay informed, grounded, and focused on what actually matters.

Collective Wealth Partners Press Features

Financial Advisor on women and investing: It's important to feel empowered

Why high earners still feel financially stuck

AI stocks are driving the S&P 500. Heres how it affects your portfolio

Here’s how to use your 401(k) to help avoid lifestyle creep,

Master Your Money: Practical Strategies to Grow Your Wealth

Why gray divorce is a significant financial risk for women

Financial Faces of Change: Managing market uncertainty

Use these simple strategies to help increase your retirement contributions

Maximizing your retirement contributions throughout your career

Here's how much — or little — the typical American has in a 401(k)

The Limits of Your Last Will and Testament

Why You Should File Your Taxes Early

House Committee Hears Expert Testimony on Fiduciary Proposal

Going Independent as a Young Advisor Isn’t Easy. Four Explain How They Did It

These Financial Pros Are Trying to Narrow the Racial Wealth Gap

How These 2 Black Advisors Are Working to Change the ‘Complexion of Wealth

Thought Leadership Articles

October 2025 Commentary

January 2026 Commentary

Media Inquiry

For all media inquiries, interview requests, or speaking engagements, please contact our team by filling out the form below. We are committed to providing timely, informed commentary on current financial planning and market trends.

Media