Many may not realize it, but we are our own worst enemy. Our brain, its chemistry, and its reactions were developed over eons to respond swiftly...
Beyond the Headlines: Investing with Discipline
The U.S. hosting the 2026 World Cup brought many surprises, on and off the pitch. Whether it is smaller countries toppling giants, superstar players...
Dive into Summer Reads!
The days are long, temperatures are rising, and restless children are complaining of endless boredom. That can only mean one thing: Summer is here,...
Midterm Elections and Your Portfolio: What History Tells Us
Last month, we looked at how markets have historically behaved during midterm election years. This week, we turn to a related question: what happens...
Financial Independence: Measuring Your Progress
When people hear the term financial independence, they often associate it with retirement. While retirement can certainly result from financial...
Congratulations, Kathy Armstrong!
Congratulations to Kathy Armstrong, recognized among the InvestmentNews $100M Club: Top Female Advisors 2026. This honor reflects the trust her...
2026 2nd Quarterly Review
Resilient is the best way to summarize the second quarter. As the second quarter progressed, the financial markets looked past the Iran conflict as...
250 Years of Change: How Our Market Indexes Evolved
Two and a half centuries after declaring independence from Great Britain, we live in a world that the Founding Fathers could scarcely have imagined....
Irrational Exuberance or a New Era of Innovation?
“Irrational Exuberance.” A phrase made popular by former Federal Reserve Chairman Alan Greenspan serving between 1987 – 2006 who passed away this...
Diversify Your Portfolio: A Timeless Strategy
Don’t put all your eggs in one basket. So goes the proverb attributed to Miguel De Cervantes’ 1605 novel, Don Quixote. The novel follows an...
Mastering Your Finances: Overcoming Emotional Investing
Many may not realize...
Beyond the Headlines: Investing with Discipline
The U.S. hosting the...
Dive into Summer Reads!
The days are long,...
Midterm Elections and Your Portfolio: What History Tells Us
Last month, we looked...
Financial Independence: Measuring Your Progress
When people hear the...