Insights
“Be a free thinker and don't accept everything you hear as truth. Be critical and evaluate what you believe in.”
- Aristotle
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...
Respect Rising Risk and Volatility, but Hold Your Ground
Stock price behavior felt a little crazy in March, sort of like the madness of a recent college basketball tournament,...
Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!
2025 has simply been boring and status quo, right? There’s not much going on in the world or in the headlines. Not! We...
Who Should Consider a QLAC?
Believe it or not, sometimes the federal government does you a favor. With the Secure Act 2.0 of 2022, investors with...
Funding Grandchildren’s Education
Many of our clients have reached the esteemed title of Grandparent, which brings great excitement and joy to the...
Timeless Investment Principles
A famous investor once said, “Investing is simple, but it’s not easy.” It’s not easy for many reasons, including...
Economic Outlook: Initial Take on Trump’s Four Buckets
I feel better about some of my past economic calls that haven’t panned out. Theodore Roosevelt’s quote—“The only man...
Tax Facts at a Glance
Use this helpful guide for filing taxes in 2025.