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financial advisor

4 Types of Financial Professionals and How to Spot the Right One

June 12, 2025
Today we’ll break down the four types of financial professionals you might encounter, and how to recognize who belongs on your financial team and who doesn’t.

Are You Missing This Piece of Your Investment Plan?

June 5, 2025
Most people think of investing as the main event in their financial life, but without a solid investment plan, you might be flying blind when markets get bumpy.
tariff impact

Tariffs, Inflation, and What It Means for Your Money in 2025

May 29, 2025
Rob breaks down the rising uncertainty surrounding tariffs in 2025 and what investors should consider as they navigate a volatile environment.

Key Things For Parents & Grandparents To Teach A New Graduate

May 22, 2025
Rob wants to share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future.
2025 housing market

What’s Really Happening in the 2025 Housing Market?

May 15, 2025
The housing market is shifting, but maybe not in the way headlines might have you believe.

How Past Market Meltdowns Influence Future Investment Decisions

May 8, 2025
Rob looks at how past market meltdowns shaped investor psychology, how today’s chaos might be leaving its own mark, and what lessons we can take with us to navigate what’s next.
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OUR BOOKS

Is My Family Going To Be Okay?: What Successful Families Do To Answer That Question

Robert Shelton has spent his entire career working with successful families and in this book, he outlines the collaborative process that is absolutely essential to managing your wealth effectively and holistically.


He walks you step-by-step through his collaborative process and shows you exactly how you can prepare your family financially for whatever curve balls life may throw at you.


He follows each chapter with a couple of action steps to get you started on answering that all important question confidently and with a resounding - Yes, my family is going to be okay.

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