Thanksgiving Reflections: Moving Forward with Gratitude and Resilience
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.
Quarterly Commentary
Explore how presidential elections, political shifts, and market trends influence stock market performance and long-term investment strategies.
The Wisdom of Crowds vs. Popular Delusions
Understand when markets reflect collective wisdom versus irrational exuberance, and learn tips to navigate both.
Quarterly Commentary
Unlock the secret to better communication and smarter investment decisions by understanding the difference between perception and perspective.
Navigating Tax Changes: Maximizing Opportunities Before TCJA Sunsets
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.
Quarterly Commentary
There's never a good time to time the market. Instead, maintain a globally diversified portfolio tailored to your needs.
When Apples Aren't Apples: A Cautionary Tale for Investors
Your financial plan is made up of a variety of investment apples. Why are you comparing it to the returns of a ripe melon?
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
Instead of seeking more concentrated dividend stock positions, we prefer a total return investment strategy, even for retirees who are drawing income out of their portfolios.