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Headlines vs. Horizon

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...

Navigating a Top-Heavy Market

Jun 19, 2026 | Financial Planning, Investing, Issues that effect todays Market, Portfolio Diversification, Weekly Financial Thought

Blog June 19th, 2026   “Navigating a Top-Heavy Market”   It is human nature to love a winner. When a single sector of the market goes on a historic, multi-year run—fueled by generational breakthroughs like artificial intelligence and massive corporate...

News Story Highlights from the Week that Was

Apr 3, 2026 | Behavioral Finance, Financial Planning, Investing, Issues that effect todays Market, Uncategorized, Weekly Financial Thought

Blog News Story Highlights from the Week that Was    This past week has been a whirlwind of geopolitical tension, shifting regulatory landscapes, and a fundamental reassessment of the “higher-for-longer” interest rate environment. As we close out the...

Ownership of the Future: The Logic of Trump Accounts

Mar 20, 2026 | Congress, Investing, Weekly Financial Thought

Blog “Ownership of the Future: The Logic of Trump Accounts”   If you’ve been following the rollout of the One Big Beautiful Bill Act, you know the conversation is shifting from “how do I get my $1,000?” to “how do I actually manage this...

Weekly Financial Thought – March 13th – “Headline Noise vs. Long Term Fundamentals”

Mar 13, 2026 | Behavioral Finance, Financial Planning, Investing, Uncategorized, Weekly Financial Thought

Blog March 13th, 2026 “Headline Noise vs. Long Term Fundamentals” Unless you’ve been living under a rock, the headlines this week have been impossible to miss. With the conflict in the Middle East dominating the news and oil prices experiencing a sudden, sharp spike,...

The “Stay or Go” Dilemma: Rethinking the Cost of Home

Feb 27, 2026 | Financial Planning, Housing, Investing, Issues that effect todays Market, Weekly Financial Thought

Blog “The “Stay or Go” Dilemma: Rethinking the Cost of Home”   You may have heard others say how the American home is the “staple” of our economy and a primary source of wealth. We are a nation of homeowners, and for many of you, the...
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