Insights & Perspectives

Looking back at the last 25 years of guiding clients through market ups and downs with resilience and a proven academic approach. Here's to thriving in the next quarter century!

Thankful for the resilience of markets and the strength of community this season. Join us as we reflect on gratitude, connection, and the road ahead.

Explore how presidential elections, political shifts, and market trends influence stock market performance and long-term investment strategies.

Understand when markets reflect collective wisdom versus irrational exuberance, and learn tips to navigate both.

Unlock the secret to better communication and smarter investment decisions by understanding the difference between perception and perspective.

The Tax Cuts and Jobs Act, has left an indelible mark on American taxpayers since its enactment in 2018. As the TCJA is set to sunset in 2026, a short window of opportunity remains for individuals to strategize and maximize their tax benefits before the landscape shifts.

There's never a good time to time the market. Instead, maintain a globally diversified portfolio tailored to your needs.

Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?