Blog
We are always engaged in financial research and we periodically present our findings to our clients.
Monthly Market Update for October
The stock market continued its strong performance in October despite uncertainty from a government shutdown and renewed trade tensions with China early in the month. Many...
Perspectives on the Gold Rally and Dollar Debasement
As many asset classes have reached new peaks, gold has also climbed over 60% this year to above $4,300 per ounce. This rally has captured headlines and prompted many...
Retirement Planning: Social Security COLA and Portfolio Considerations
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been...
Quarterly Market Update for Q4 2025: Navigating Conflicting Signals
Investors experience market swings as a normal part of investing, and this year has been no exception. While market declines - such as the tariff-driven sell-off - can be...
Understanding Fed Rate Cuts: A Guide for Long-Term Investors
The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve's monetary policy...
How to Navigate Fears of a Market Bubble
As markets reach new highs and artificial intelligence stocks continue to rally, some investors are asking "are we in a bubble?" This is as much about investor psychology as...
How the Great Wealth Transfer Creates Financial Planning Opportunities
“Life affords no greater responsibility, no greater privilege, than the raising of the next generation.” This statement by former United States Surgeon General C. Everett...
Special Update: What the Fed Rate Cut Means for Long-Term Investors
The famous investing principle "don't fight the Fed" was coined in the 1970s but has only grown in significance. The idea is simple: the Federal Reserve's monetary policy...
The Role of Dividends as the Fed Cuts Rates
The late Jack Bogle observed that "successful investing is about owning businesses and reaping the huge rewards provided by the dividends and earnings growth of our...
Monthly Market Update for August: Markets Climb on Fed Expectations and Earnings Growth
The stock market climbed to new all-time highs in August, while bonds also contributed positively to portfolios. This occurred despite continued uncertainty around tariffs,...
Fed Rate Cuts: What Is the Bond Market Signaling to Investors?
Fed Chair Jerome Powell's recent speech at the Fed's annual Jackson Hole conference, which has been covered extensively in the media, reinforced that an interest rate cut in...
How Investors Can Keep Up with Inflation
When it comes to natural disasters, it's important to be prepared for earthquakes and erosion alike. Even though one is immediate and dramatic while the other is slow and...