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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...

Weekly Financial Thought May 15th – When Should I Re-Finance My Mortgage?

May 15, 2026 | Financial Planning, Housing, Issues that effect todays Market, Weekly Financial Thought

Blog May 15th, 2026 “When Should I Re-Finance My Mortgage?”  In the world of finance, we often get caught up in the “headline rate.” We see an advertised interest rate on a screen or a billboard and think, “That’s lower than what I have; I should...

Geopolitics, The Long View, and Navigating the Fog of Conflict

Apr 24, 2026 | Behavioral Finance, Financial Planning, Issues that effect todays Market, Weekly Financial Thought

Blog April 24th, 2026 Geopolitics, The Long View, and Navigating the Fog of Conflict As we close out the final full week of April, the headlines remain dominated by a familiar and sobering theme: the “Shadow of War.” Between the ongoing instability in the...

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...

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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