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Blog

ripples-in-the-sand-tower-of-symmetrical-rocks
Blake Bagshaw | Sep 3, 2026

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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forest trees transitioning through the seasons
Blake Bagshaw | Aug 28, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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A row of hanging light bulbs, with one glowing yellow bulb standing out among the unlit bulbs against a blue background.
Blake Bagshaw | Aug 18, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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A piggy bank surrounded by question marks
Blake Bagshaw | Jul 21, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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people reviewing documents
Blake Bagshaw | Jul 7, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Antique clock spiraling inward, symbolizing time distortion.
Blake Bagshaw | Jul 2, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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A business person in an open office working on a laptop.
Blake Bagshaw | Jun 22, 2026

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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Pocket watch nestled in the sand of a beach at sunset
Blake Bagshaw | Jun 22, 2026

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Business professional in a suit standing by office window, looking at city skyline in a modern workspace.
Blake Bagshaw | Jun 22, 2026

When the Headlines Keep Changing, Your Strategy Shouldn’t

Investments
Finance
Risk Management

It rarely starts calmly.

A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.

And

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blake@arvenwmgmt.com

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Privacy Policy  |  ADV Part 2A & 2B

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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