Quarterly Commentary: Technology Evolves. People Matter.
Explore how diversification, human ingenuity, and personal financial advice can help investors navigate AI-driven change and uncertainty.
Giving From Your IRA: Understanding Qualified Charitable Distributions
Taking RMDs and giving to charity? Before you write the check, consider which account it should come from. Part 1 of our Tax-Smart Charitable Giving series explains why a QCD may be worth considering.
The Story Behind Money: Why Production Creates Wealth
Discover how money evolved from barter to Bitcoin—and why human productivity, not money itself, is the true source of long-term wealth.
Quarterly Commentary: The American Tailwind
As America celebrates 250 years, discover why Warren Buffett's "American Tailwind" reminds investors that disciplined, long-term investing remains the key to building wealth.
IPO Fever: Should Investors Buy Newly Public Companies?
Should investors buy IPOs? Learn why newly public companies often disappoint investors and how a diversified investment strategy can help manage risk.
Retirement Isn’t the End of Production—It’s a New Form of It
Financial independence isn’t just about retiring from work—it’s about creating the freedom to pursue meaningful contribution, purpose, and impact throughout retirement.
Quarterly Commentary
March Madness shows how unpredictable outcomes can be. Learn why market timing fails—and how disciplined, long-term investing leads to better results.
Conflict and Capital Markets: Why Discipline Wins
Recent geopolitical tensions have raised understandable questions about how markets respond to global conflict. Matt reviews nearly a century of market history and what the evidence suggests about investing during periods of geopolitical uncertainty.