Insights
“There are a dozen views about everything until you know the answer. Then there's never more than one.”
- C. S. Lewis
What the New Trump Accounts Mean for Your Family
As part of President Trump’s “One Big Beautiful Bill,” signed into law on July 4, 2025, a new type of savings vehicle...
The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
Mark Twain once said that September is a particularly difficult month to invest in stocks. Of course, he went on to...
The “Center Stage” Question: To Cut or Not to Cut? Market Implications
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as...
Federal Reserve Sovereignty – An Important Issue
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald...
When to Start Receiving Social Security?
Have you seen the trendy videos about starting Social Security income at age 62? How about article after article from...
Starting The Estate Planning Conversation
Let’s face it, estate planning can be complicated. To try and define it simply, estate planning is the process of...
Cybersecurity: 10 Tips to Protect Yourself and Your Personal Data
Technology continues to advance, especially with the growing use of Artificial Intelligence (AI). While it provides...
Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an...
A Roller Coaster Start to 2025 — Time to Regroup for the Second Half
“Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we reflect on the...
Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning
As management theorist and author Peter Drucker said, “The greatest danger in times of turbulence is not the...