Blog

Meet Jennifer Horner, Operations & Compliance Associate

Meet Jennifer Horner, our new Operations & Compliance Associate at Warren Street. In this Q&A, learn about her crucial role in handling daily account transactions, keeping our firm secure, and how her core values of integrity and family align with our mission.

Meet Our Onboarding Coordinator: Isaiah Knox, MBA

Meet Isaiah Knox, MBA, Warren Street’s Onboarding Coordinator! In this Q&A, learn how Isaiah ensures a seamless, supportive, and high-quality onboarding experience for new clients. Read about his client-first commitment and the role he plays within the team dedicated to your financial well-being at our firm.

On the War in Iran: Do Markets Not Care, and What’s Next?

With 80 oil tankers stranded and a 9-million-barrel daily shortfall, why are markets hovering near all-time highs? In our April 2026 update, we dive into the "boxed-in" realities facing both the U.S. and Iran, the seven-step framework for "maximum pressure" negotiations, and why we’re choosing disciplined rebalancing over reactive shifts. Discover why the market is looking past the immediate conflict in what’s now a world of accelerated deglobalization.

Money Scripts—Part 2: How to Manage the Script

You’ve identified your money script—now what? In Part 2 of our series, we share expert strategies for "flipping the script." From setting boundaries on status-driven spending to overcoming the paralysis of money avoidance, learn how to build a healthier, more balanced relationship with your finances. It’s time to stop reading from an old script and start writing a new one.

Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend

Why do we save, spend, or avoid money the way we do? According to financial psychologist Dr. Brad Klontz, we are all following "money scripts"—subconscious beliefs passed down through generations. Learn to recognize the echoes of your childhood in your current financial habits so you can move away from behaviors that no longer serve you and toward a strategy built on purpose.

Oil, Conflict, and Your Portfolio: What We’re Watching

In this March 2026 update, we cut through the noise of $110 oil to explain why today’s geopolitical volatility isn't a repeat of 1973. By analyzing historical market recoveries and modern U.S. energy independence, the post highlights why disciplined rebalancing—not reacting to headlines—is the key to navigating current regional conflicts and protecting long-term wealth.

How Do You Prepare the Next Generation to Manage Family Wealth?

Talking about money can feel uncomfortable, yet it’s the most critical step in preserving your family’s future. We dive into why 62% of families avoid wealth discussions and how you can break that cycle. By treating financial education as an ongoing journey rather than a one-time event, you can empower the next generation to manage their inheritance with wisdom, stewardship, and a clear sense of values.

New Year, New Tax Considerations: What You Need to Know Before Filing Your 2025 Taxes

Filing 2025 taxes is significantly different due to the One Big Beautiful Bill Act (OBBBA). This new law makes the higher standard deduction permanent and introduces temporary "above-the-line" deductions for tips, overtime pay, and American-made car loan interest . With a new $6,000 senior deduction and the debut of Form 1099-DA for crypto, understanding these updates is key to optimizing your tax refund.

How Much Do I Need to Retire in 2026?

Retirement is more than a financial milestone—it's a major life shift. Discover why a loss of purpose can lead to health risks and learn how to design a retirement filled with meaning, connection, and joy. Read our guide to get started.

2026 Outlook: Beyond AI & Mega-Cap Tech

Is the AI "gold rush" a visionary leap or a speculative mania? After driving 60% of market growth in 2025, the ecosystem now faces a high-stakes "shot clock" on ROI. We weigh the explosive potential of AI against the vast amount of unanswered questions as we aim to make sense of AI's "bubble-ness."

2026 Investment Outlook: AI, Economy, Inflation

As we move into 2026, the investment landscape has shifted. After a year where gold and international markets defied the "di-worsification" myth, we examine the path forward for the US economy. This outlook dives deep into the bull and bear cases for AI hyperscalers, the impact of upcoming fiscal stimulus, and why the "hidden" risk of inflation may require a rethink of the traditional 60/40 portfolio.

College Payment Strategies: Where Should the Money Come From?

Did you know that the way you pay for college can impact your financial aid eligibility? From the 2026 gift tax exclusion limits to the American Opportunity Tax Credit, the rules are constantly shifting. We break down the conventional wisdom of college payment strategies, helping you understand which assets to tap first to maximize growth and minimize the long-term cost of education.

Five Behavioral Finance Resolutions for a Better Financial Year

How to avoid common investing traps in 2026? As the new year begins, it's time to look at your portfolio from a different angle. We break down five key behavioral finance principles—including how to combat recency bias and avoid the "status quo" trap—to help you stay focused on your long-term plan, no matter what the headlines say.

Introducing Warren Street Global Equity ETF (WSGE) – An Informed Approach to Diversification

We're thrilled to announce a major milestone for our firm and our clients: the launch of the Warren Street Global Equity ETF (NASDAQ: WSGE)! This new Exchange-Traded Fund (ETF) is now available, bringing our disciplined investment philosophy to the public in a convenient, accessible format.

Claiming Social Security: What’s a Break-Even?

When should you start Social Security benefits—at 62 for smaller checks now, or 70 for larger checks later? This blog explains the crucial concept of the "break-even" age: the point where delaying your claim results in a greater total lifetime benefit. We illustrate the trade-offs between claiming at 62, 67, and 70, showing how your estimated life expectancy (with break-evens ranging from 78 to 82) is the key factor in this complex financial decision.

Decoding the AI Hype: How Today’s Market Compares to the Dot-Com Bubble

Headlines are drawing parallels between the current AI-driven market surge and the late-1990s dot-com mania. Is history repeating itself, or is this time different? This post cuts through the noise, examining key differences like real earnings, profit margins, and underlying investment in AI infrastructure. We explain how a disciplined, data-driven investment approach is positioned to navigate various market outcomes. Get the essential context you need for your portfolio strategy.

Your Year-End Financial Planning Checklist

Don't let tax opportunities and contribution deadlines slip by! This comprehensive guide walks you through the five most critical year-end financial moves: from maxing out retirement accounts and harvesting investment losses to optimizing tax deductions and securing your estate plan. Use these final weeks to gain financial clarity and set yourself up for a prosperous new year.

Business Exit Strategies on Your Terms

Thinking about the future of your business? An effective exit strategy is key to securing your legacy and maximizing value. Learn how to start planning now with our guide on business valuation, clarifying your vision, and shaping your exit on your own terms.

What Should I Do With an Inherited IRA?

Inheriting an IRA? The rules are complex, but understanding your beneficiary type is the first step. This guide breaks down your options, including the key 10-year withdrawal rule, and helps you navigate tax implications to make the most of your inherited wealth.

Introducing Our New Client Service Associate, Nicole Pepper

We're thrilled to welcome Nicole, the newest member of our Warren Street team! As a Client Service Associate, Nicole is dedicated to making your financial journey smoother. In this interview, she shares her passion for helping clients and how she helps our team run more effectively.

Should I Be Using a Health Savings Account?

Considering a high-deductible health plan (HDHP)? It can be a smart choice when paired with a Health Savings Account (HSA). An HSA offers powerful triple-tax advantages: tax-deductible contributions, tax-free growth, and tax-free withdrawals for medical expenses. Plus, it can double as a flexible, long-term retirement savings vehicle. Learn if an HDHP and HSA are right for you!

Rate Cut vs. Reality: Making Sense of Powell’s Mixed Signals

The Fed finally cut rates, but Chair Jerome Powell immediately warned that stocks look "highly valued." We break down the mixed signals, examine whether expensive stocks should worry you, and explain why "selling high" isn't always the best strategy.

Financial Planning for Open Enrollment: A Guide to Making Smart Choices

Ready to master open enrollment? This guide breaks down health plans, tax-advantaged accounts, and other key benefits to help you make smart, informed choices for your financial and physical well-being.

The Power of Purpose in Retirement

Retirement is more than a financial milestone—it's a major life shift. Discover why a loss of purpose can lead to health risks and learn how to design a retirement filled with meaning, connection, and joy. Read our guide to get started.

A Warm Welcome to Our New Tax Administrator, Hillary Curtis

Meet Hillary Curtis, our newest Tax Administrator at Next Street Tax, a subsidiary of Warren Street. In this interview, we introduce you to Hillary, her role in supporting our clients' financial needs, and her personal values.

Is It Smarter to Buy or Rent a Second Home?

Thinking about buying a vacation home? Or is renting a better fit for your lifestyle? Our blog explores the financial and personal considerations of buying versus renting a second home, helping you make an informed decision for your next getaway.

Veronica Cabral’s Path to Becoming a CFP® and Lead Advisor

Join us in celebrating Veronica Cabral, CFP®'s major career milestone! 🎉 Having been with our company since 2016, she recently passed her CFP® exam and is now taking on the role of Lead Advisor. Read our exclusive interview to learn about her vision and the expertise she brings to her new position.

How Can I Give My Kids a Head Start on Investing?

Ready to give the next generation a financial head start? From 529 Plans to Roth IRAs, there are plenty of ways to help your kids (or grandkids!) start investing early. Not only will you set them up for success, but you’ll also teach them lifelong financial skills. Check out our latest blog to learn more about how you can invest in their future today!