Apr 30, 2026 | Investing, Investment Planning, Markets, Risk Management
It has now been more than three-and-a-half years since the bull market began in October 2022. At that time, inflation was rising at its fastest pace in fifty years, the Fed was hiking interest rates, and ChatGPT was still a month away from being released to the...
Apr 28, 2026 | Investing, Investment Planning, Markets, Retirement Income Planning
April’s performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns. Despite the continuing war in the Middle East, major market indices climbed to new all-time highs during the month. The S&P 500...
Mar 10, 2026 | Business Owner Planning, Financial Planning, Investing, Investment Planning, Markets, Risk Management
The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few days, approaching levels last seen in 2022 when Russia...
Mar 3, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investing, Investment Planning, Markets, Retirement Income Planning, Risk Management, Tax Planning
February is a reminder to investors that markets never move in a straight line. After January’s positive momentum carried major indices to new all-time highs, the mood shifted due to a landmark Supreme Court ruling on tariffs, concerns around artificial...
Mar 2, 2026 | Investing, Investment Planning, Markets, Risk Management
As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and...
Feb 24, 2026 | Business Owner Planning, Estate Planning, Financial Planning, Investment Planning, Retirement Income Planning
After nearly a year of trade policy uncertainty, the Supreme Court’s ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the case in Washington, when one chapter closes, another opens. President Trump has already...
