Sep 4, 2026 | Financial Planning
Blog September 4th, 2026 Ownership of the Future: The Logic of Trump Accounts When planning for retirement, time is the single most valuable asset an investor possesses. The math of compounding is unforgiving to delays and exponentially generous to early starts....
Aug 21, 2026 | Financial Planning, Weekly Financial Thought
Blog “How Much Cash is Too Much Cash? The Siren Song of Cash In recent financial conversations, one question comes up more than almost any other: “If I can earn a decent, risk-free yield in a high-yield savings account or money market fund, why should I...
Aug 7, 2026 | Investing, Issues that effect todays Market, Uncategorized
Blog Making Sense of Wild Stock Swings If checking your portfolio lately feels like riding a roller coaster without a seatbelt, you’re not alone. One week, headlines proclaim market highs driven by booming corporate earnings and AI growth; the next, a sudden spike in...
Jul 24, 2026 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought
Blog “Re-Escalation and Your Portfolio” Over the past week, headlines surrounding the re-escalation of conflict and rising geopolitical tensions involving Iran have dominated the global news cycle. For anyone tuning into the news, the sense of uncertainty is palpable....
Jun 26, 2026 | Behavioral Finance, Investing, Issues that effect todays Market, Weekly Financial Thought
Blog “Headlines vs. Horizon” If you’ve glanced at the financial news over the last week, you’ve likely noticed a distinct shift in tone. After a sustained period of market highs and relatively smooth sailing, volatility has made a sharp return to the headlines...