Clarity Today, Security Tomorrow, Prosperity for Generations

Diversification Is Back

Investing in Europe and in value stocks – or really anything not in U.S. tech – has felt like betting against the winners. Diversification is a recognition that winners change. Which is exactly...

In the (Tariff) Storm

But let’s be clear: we are in a storm right now. The current environment is destabilizing and disorienting. In times like these, it’s crucial to acknowledge our limitations – we must discount...

Is Your Financial Plan Still on Track? 7 Ways to Evaluate It Amid Economic Uncertainty

A Note on Tariffs

We typically separate politics from investing. Most political drama looms larger in perception than in market returns. Yet, right now we’re in a political moment. Tariff news and speculation are...

Vanguard Webinar Replay

Here is a conversation with Liz Muirhead, senior portfolio specialist at Vanguard, about many of the most pressing topics of today.

Q4 2024 Commentary – The Case for Diversification Remains Strong

Big moves for the S&P 500 are not unusual. Stocks produce long-term averages through a two-step-forward-one-step-back rhythm. Likewise, this decade the S&P 500 has grown 14.5% per year, nearly 100%...

2025 IRS Update

The IRS announced its 2025 retirement plan limit and estate updates.

The Rising Impact of Inflation on Global Markets in 2024

Risk assessments help businesses avoid pitfalls. It explains how to build a risk-aware culture for growth and stability.

Elections Matter… for Financial Planning

While elections are unreliable signals for investors, they produce actionable information for financial planners. The party in the White House and in power in Congress will influence tax brackets,...

Q3 2024 Commentary – Does Anyone Remember August?

The S&P 500 fell 8.5% over two weeks in August. Does anyone remember this? Through September 30, the index was up 20.8%, the best start to the year since 1997. August was...

Webinar with Apollo Lupescu from Dimensional Funds

Our webinar yesterday with Apollo Lupescu was full of great anecdotes and information.

Q2 2024 Commentary

Every bull market, a stock breaks into the Zeitgeist. A few years ago, it was Tesla. This bull market, it is Nvidia.