
The Power of Compound Interest: How to Protect and Grow Your Retirement Nest Egg
Investment Management, News, Retirement Income PlanningFrom Warren Buffett and Charlie Munger to Albert Einstein and Chuck Akre, some of the greatest minds in finance (and science) have praised the power of compound interest. But what exactly makes it so powerful—and how can you put this timeless…

Mid-Year Investment Review: Does Your Retirement Portfolio Need Adjusting?
Investment Management, News, Retirement Income PlanningAs we approach the halfway mark of 2025, it’s time to ask a crucial question: Is your investment portfolio still working in your favor—and are there hidden opportunities in today’s volatility that you may be overlooking?
This year’s…

Navigating Retirement in a Shifting Economy
News, Retirement PlanningHow Tariffs, Trade Wars, and Federal Policies Impact RMDs and Roth IRAs
As 2025 unfolds, the global economic landscape continues to present new challenges for retirees. Market volatility, trade disputes, and shifting federal policies have all…

How to Protect Your Real Estate and Optimize Income In Turbulent Times
News, Real Estate, Retirement Income PlanningWith today’s economic volatility—rising interest rates, inflation pressures, tariff rollercoasters, and shifting housing demands—it's more important than ever for retirees to not only generate income from real estate but also protect those…

Financial Planning Tips for Small Business Owners
Financial Planning, NewsIn honor of National Small Business Week | May 4–10
At Agemy Financial Strategies, we believe that small business owners are the backbone of the American economy. With offices in Denver, CO and Guilford, CT, our team of fiduciary advisors…

U.S. Bitcoin Strategic Reserve: What It Means for Your Portfolio
Investment Management, NewsBitcoin has emerged as a key player, often referred to as “digital gold” due to its scarcity and security. The establishment of the U.S. Bitcoin Strategic Reserve and the Digital Assets Stockpile, announced by the White House in March 2025,…




