Collective Advisors

When it comes to managing your money, clarity can be key. The bucketing approach is a powerful strategy that helps simplify your financial planning. Learn more about this approach and the three buckets you can use.

Mastering Financial Planning with the Bucketing Approach - Collective Advisors Simplify your financial planning with the bucketing approach—categorize assets into Today, Tomorrow, and Future buckets to align wealth with goals and manage risk effectively.

Once you hit retirement, you’re no longer drawing a paycheck.

Now what? You could try not to spend what’s in your bank account, or you could consider a different approach. Learn more about active retirement income planning: https://www.collectiveadvisors.com/insights/blog/how-to-go-from-making-money-to-making-money-happen-in-retirement/

Stocks had some drama last week, but that did little to slow down the bull market. What could be slowing, however, is economic momentum. Check out our breakdown of what’s happening:

Market Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing - Collective Advisors Read more aboutMarket Commentary: S&P 500 Approaching All-Time High but US Economic Momentum Slowing from Collective Advisors. With Collective Advisors, money doesn't have to be complicated.

What does legacy look like?

For Jennifer Crosby, it’s a school year that doesn’t feel complete without a 5K. 👟

“Kids graduating now don't know a school year without a 5K. That’s the win.”

In this heartfelt episode of Austin Eras, she joins Adam to talk about building community through action, tradition, and showing up for the people around you.

🎧 Listen now: https://www.collectiveadvisors.com/insights/blog/running-with-purpose-a-mission-to-move-a-community/

For the Love of Go

Millions of Americans are living with Alzheimer’s or dementia.

If you are facing the challenges of planning for long-term care for a loved one in this situation, you’re not alone.

Our Managing Long-Term Care guide is here to help you on this journey: https://bit.ly/managing-long-term-care

You've planned and saved for years for your retirement.

Now that you’re nearly there, let’s check in on what not to do so you can retire with greater confidence. Download our resource today: https://bit.ly/8-blunders-to-avoid-in-retirement

Are you ready to turn your retirement dreams into a real, actionable plan?

While you can’t plan for everything, a good retirement planning checklist can give you the confidence and clarity you need to enjoy the freedom retirement can provide. Let’s look at eight important tasks you can start today to help ensure tomorrow looks the way you envision it.

8 Items That Can Be Crucial For Your Retirement Planning Checklist | Collective Advisors A retirement planning checklist can give you the confidence you need to enjoy the freedom retirement can provide. Learn about eight important tasks for this checklist.

May saw a big market rally, with the S&P 500 finishing the month up 6.2%. This was a nice reward for investors who didn’t panic in April. Let’s break down what led to the best May return since 1990 and get into what’s happening with tariffs.

Check out our Weekly Market Commentary:

Market Commentary: Stocks Have a Very Merry Month of May - Collective Advisors Read more aboutMarket Commentary: Stocks Have a Very Merry Month of May from Collective Advisors. With Collective Advisors, money doesn't have to be complicated.

Looking back on the recent near-bear market can provide some perspective we didn’t have “in the moment.” Despite the unusual driver, the market itself acted fairly predictably. Maybe that’s the main takeaway.

Get our insights on this and more in our Weekly Market Commentary:

Market Commentary: Looking Back on a Near-Bear Market - Collective Advisors Read more aboutMarket Commentary: Looking Back on a Near-Bear Market from Collective Advisors. With Collective Advisors, money doesn't have to be complicated.