In April, we addressed the idea of return clustering: the observation that dramatic downturns in the market tend to be accompanied by major upward...
College Planning: Beyond 529 Plans
As families prepare for another school year, many parents and grandparents begin thinking about one of the largest future expenses they may face:...
Mastering Your Finances: Overcoming Emotional Investing
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....
Life Insurance Awareness
For most households,...
Inflation’s Unclear Road Ahead
Murky. Opaque. Vague....
The Mortgage Rate Lock-In Effect
Ask someone who bought...
When the Bond Market Gets Loud
The old expression “the...
The Market’s Undefeated Post-Midterm Streak
In June, we wrote about...