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FAN Bulletin

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Staying the Course: The Discipline Behind Long-Term Investment Success

August 11, 2026

Staying the Course: The Discipline Behind Long-Term Investment Success

Market volatility is a normal part of long-term investing, but emotional reactions can derail even the strongest financial plans. This article explains why discipline, diversification, patience, and time in the market matter—and how downturns may create opportunities to rebalance and refocus on what you can control. Discover how a trusted financial professional can help keep your investment decisions aligned with your long-term goals.

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2nd Quarter 2026 Newsletter

July 16, 2026

2nd Quarter 2026 Newsletter

Markets rebounded in the second quarter of 2026 despite persistent inflation, elevated interest rates, energy-price volatility, and geopolitical uncertainty. Explore the key market and economic developments from the quarter—and what they may mean for investors during the second half of the year.

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Estate Planning Essentials for Everyone

August 10, 2026

Estate Planning Essentials for Everyone

Estate planning helps protect your finances, healthcare wishes, assets, and loved ones if you become incapacitated or pass away. This article explains the roles of durable powers of attorney, healthcare proxies and directives, wills, trusts, and beneficiary designations, along with the importance of selecting trusted decision-makers. It also highlights the need to review your plan after major life changes and work with a qualified estate planning attorney.

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How Much Do I Need to Retire?

June 17, 2026

How Much Do I Need to Retire?

A Data-Driven Framework for Long-Term Sufficiency

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How to Create the Best Retirement Portfolio

June 17, 2026

How to Create the Best Retirement Portfolio

Portfolio Allocation: Retirement Strategies

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8 Essential Retirement Income Strategies

June 17, 2026

8 Essential Retirement Income Strategies

Financial Advice—Retirement Planning

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Team Bios

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Rod Kamps

Rod Kamps

President & CEO

CFP® AIF®

Rohan Nakrani

Rohan Nakrani

Portfolio Manager

CFA MBA

Amar Patel

Amar Patel

Tax Director

CPA CFP®

Brian Douglass

Brian Douglass

CCO & Retirement & Tax Advisor

MBA CFP® AIF® EA

FAN Videos

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Who We Are

Who We Are

Retirement Education

Retirement Education

Financial Planning

Financial Planning

The Dress Rehearsal

The Dress Rehearsal

NITROGEN

NITROGEN

Riskalyze is a portfolio risk analysis tool that we use with clients to help them better understand their portfolio’s current and desired risk level.

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