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Wow! This is awesome. Three major trends are shaping our profession: human-first, technology/AI, and Digital Assets/Crypto. I'm so excited to see this. Way to go, Matt Middleton and Future Proof .

Many people are terrified about Trump, tariffs, the economy, etc. They read and watch the news regularly and only hear negative news, which makes long-term investing more challenging. I've shared doge.gov as an alternative perspective. Is anyone else sharing this?

This looks great.

What is financial clutter, and how do we deal with it? Maintaining your finances doesn’t have to be tedious or challenging. Discover the benefits of decluttering your finances in this month’s Visual Insights Newsletter. Check it out! financeinsights.net/ApkDtQQZOSrvPY…

A full inbox, piles of paperwork, bills - if not maintained, financial clutter can cost you both money and time. Take control of your financial life with 6 easy financial spring cleaning tips in this month’s Visual Insights Newsletter. financeinsights.net/aQjwCnnb2iWvpa…

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Financial clutter can overwhelm any of us. Financial spring cleaning is all about routine maintenance in our financial lives. It’s simple, only takes a few minutes, and comes with many benefits and rewards. Learn how to tackle financial spring cleaning in this month’s Newsletter.

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Dovetail Financial is designed to capitalize on 3 trends shaping financial planning. 1. Human-first 2. AI 3. Digital assets All are gaining momentum, but we're still early. Exciting times to be an advisor.