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.
When Stock Markets Drop: What Else Can We Invest In?
Market drops spark fear—but real risk is losing long-term purchasing power. Learn why disciplined investing in stocks and bonds beats chasing alternatives, and how simplicity and evidence-based strategies win over time.
Post-Tax Season: A Perfect Time to Review Your Financial Goals
Post-tax season is the perfect time to review your financial goals, optimize tax strategies, and ensure your investments align with your long-term plan.
Tune Out the Noise: A 90-Minute Reset
Recommended by our advisors, this investing documentary offers a clear perspective on market volatility, long-term strategy, and evidence-based investing.
Quarterly Commentary
Media may move minds, but it shouldn’t move your money—learn how disciplined investing wins through the chaos
Tariffs, Market Noise, and the Evidence-Based Investor: Seeing the Forest for the Trees
Navigating market noise requires discipline—discover how an evidence-based approach helps investors stay focused on long-term financial success, no matter the tariff headlines.
When to Expect Your 1099
Waiting on your 1099s? Arrival dates vary, but taxes are still due. Track expected forms, check online, and review for errors. Need help? We’re here to guide you.
Quarterly Commentary
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!