The Liquidity Journal

The Retirement Math Most People Miss, and Why Knowing the Source Changes Everything

Randolph Love III

Published on: 07/02/2026

All truths parallel. What is true and workable in one area of life is usually true and workable in another. You do not just eat any food. You check the source. So why would you accept financial guidance without checking the source of the knowledge?

Shield and ScaleQ1 2026

Rethinking Retirement: Why Some Experts Say Indexed Universal Life Beats a 401(k)

Ciera Peters

Published on: 05/06/2025

Our current landscape of economic uncertainty, rising taxes, and market volatility, has affluent professionals and small business owners increasingly looking beyond traditional retirement vehicles.

Shield and ScalePromotionsQ3 2025