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...
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,...
Feb 16, 2026 | Financial Planning, Investing, Investing Goals, Retirement, Uncategorized, Weekly Financial Thought
Blog February 13th, 2026 Revisited – Starting Your Children’s Retirement We have written posts in the past about setting your children up for retirement which you can find here. In this article, we wanted to dive in deeper to this concept of a Custodial IRA...
Apr 25, 2025 | Behavioral Finance, Congress, Estate Planning, Financial Planning, Investing, Investing Goals, Issues that effect todays Market, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Navigating Tariffs: Why History Favors the Patient Investor” Staying the Course Amidst Tariff Turbulence It’s hard to ignore the recent headlines. Talk of tariffs, potential trade disputes, and the resulting market swings can naturally cause unease for...
Feb 14, 2025 | Behavioral Finance, Portfolio Diversification, Uncategorized, Weekly Financial Thought
Blog “Humility Comes with Experience” The more time I spend in finance, the more I realize how little we truly know or how foolish it is to try and predict what is going to take place. I’m convinced that if someone is absolutely certain of their belief of what...
