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Market Updates

Renewed Trade Frictions Drag Stocks Lower for the Week
October 13, 2025

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Renewed Trade Frictions Drag Stocks Lower for the Week

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Markets Climb as Investors Look Past Government Shutdown
October 9, 2025

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Markets Climb as Investors Look Past Government Shutdown

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Markets Finish the Week Down as Fed Signals More Caution Ahead
September 29, 2025

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Markets Finish the Week Down as Fed Signals More Caution Ahead:

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Equities End Week Higher as Fed Approves 25 Basis Point Rate Cut
September 22, 2025

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Equities End Week Higher as Fed Approves 25 Basis Point Rate Cut:

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Equities Rally to Record Levels as Investors Eye Upcoming Fed Policy Meeting
September 15, 2025

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Equities Rally to Record Levels as Investors Eye Upcoming Fed Policy Meeting:

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Stocks Flat to Kick Off September amid Signs of Slower Job Growth
September 8, 2025

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Stocks Flat to Kick Off September:

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Equity Markets Rally After Fed Chair Powell Signals Potential Rate Cut
August 25, 2025

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Equity Markets Rally After Fed Chair Powell Signals Potential Rate Cut:

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Equities Advance, Small Caps Lead as Investors Eye September Fed Move
August 18, 2025

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Small Caps Lead as Investors Eye September Fed Move

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From Our Chairman

Best Guess on AI
October 17, 2025

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Maslow’s Hierarchy (Finance Version)

Maslow's Hierarchy

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What Would YOU Do?
October 13, 2025

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What Would YOU Do?

Student debt relief is live! Are you eligible? When will it take effect? Learn more in our latest blog.

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Buying Time
October 3, 2025

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Buying Time

Buying Time

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It’s a Revolution Baby! (An AI Revolution)
September 25, 2025

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It’s a Revolution Baby! (An AI Revolution)

It’s a Revolution Baby! (An AI Revolution)

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Retirement Sea Legs
September 18, 2025

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Retirement Sea Legs: How to Stay Afloat When Life After Work Gets Wavy

Retirement Sea Legs

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My Big Three Financial Priorities
September 11, 2025

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My Big Three Financial Priorities

My Big Three Financial Priorities

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Time Frame Adjustment
September 8, 2025

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Time Frame Adjustment: How to Align Your Financial Goals with Your Timeline

Time Frame Adjustment

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This is My Insurance Blog
August 28, 2025

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Your Guide to Insurance: Tips, Strategies, and Expert Advice from My Blog

This is My Insurance Blog

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All Articles

Your Financial Checklist After a Significant Raise
July 22, 2026

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Your Financial Checklist After a Significant Raise

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A Pause in a Seventh-Year Cycle
July 20, 2026

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A Pause in a Seventh-Year Cycle

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The Pros and Cons of Putting Your House in a Trust
July 17, 2026

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The Pros and Cons of Putting Your House in a Trust

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Your Advisor Doesn’t Care About Your DoorDash Habit
July 16, 2026

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Your Advisor Doesn’t Care About Your DoorDash Habit

Your Advisor Doesn’t Care About Your DoorDash Habit

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What are Fiduciary Funds? A Complete Guide
July 16, 2026

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What are Fiduciary Funds? A Complete Guide

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How Major Life Events Should Reshape Your Financial Plan
July 15, 2026

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How Major Life Events Should Reshape Your Financial Plan

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The Dollar, Gold, and Bitcoin: Explaining Recent Volatility
July 13, 2026

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The Dollar, Gold, and Bitcoin: Explaining Recent Volatility

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Exit Planning: What Every Business Owner Needs to Know
July 10, 2026

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Exit Planning: What Every Business Owner Needs to Know

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