Articles
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...
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...