Nov 4, 2025 | Investing, Investment Planning, Markets
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 major indices reached new all-time highs after recovering from a brief period of volatility....
Oct 24, 2025 | Business Owner Planning, Investing, Investment Planning, Markets, Risk Management
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 investors to wonder if it is different from past episodes. This has been referred to as the...
Oct 3, 2025 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
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 uncomfortable, they also create opportunities to invest at more attractive...
Sep 24, 2025 | Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning
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 decisions can have important effects on markets and the economy, so...
Sep 23, 2025 | Financial Planning, Investing, Investment Planning, Markets
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 it is about market conditions. While it’s normal to worry about bubbles, focusing...
Sep 22, 2025 | Financial Planning, Investing, Investment Planning, Markets
“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 Koop underscores what for many is the ultimate goal: leaving a lasting legacy beyond our own...
