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.
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.
Why Investing Beyond the U.S. Is a Risk Control Decision
Is international investing riskier? For retirees, global diversification may actually reduce the risks that matter most.
Quarterly Commentary
After years of volatility and record highs, what can investors reasonably expect next?
Tax Preparation vs. Tax Planning: Why You Need Both
Tax preparation tells the story of what happened. Tax planning helps write the next chapter. Learn how connecting the two can create a more efficient, forward-looking financial strategy.
Crypto Beyond the Hype — A 2025 Investor Update
Crypto headlines grab attention — but should they grab a place in your portfolio? Our new whitepaper explores blockchain’s real-world use, stablecoins, and the risks investors can’t ignore in 2025.
Quarterly Commentary
“What if I told you that downturns are good for your portfolio?” Find out how market declines fuel innovation—and why staying invested leads to long-term success.