Why We’re Holding CASH Now
Navigating Volatility Through Year-End We’ve been raising cash in client accounts to navigate increased market volatility as economic conditions shift. […]
The Market Story Nobody’s Talking About (But Everyone Should Be Watching)
Something’s shifting beneath the surface of the markets right now, and if you’re not paying attention, you’re missing the most
China’s 15th Five-Year Plan: What Investors Need to Know
The Meeting China’s Fourth Plenary Session of the 20th Communist Party Central Committee convenes October 20-23, 2025 in Beijing. President
Government Shutdown Update – No Cause for Alarm
As you may be aware, a government shutdown happened as of October 1st. I wanted to provide you with a
The Flows, The Game, and What’s Ahead
On Wall Street, the “score” has always been in The Flows. Decades ago, that meant watching who was front-running whom.
Seven Ways To Make Better Decisions
Every day, business owners and retirees face choices that shape their futures. While minor decisions come effortlessly, major ones require
The Three-Second Rule That Separates Smart Money From Everyone Else
Why the best investment opportunities often come disguised as problems There’s a pattern I’ve noticed over 25 years of watching
What Yellowstone Taught Me About Market Misdirection
Just returned from a fantastic family week in Yellowstone, and I’m still processing what turned out to be an unexpected
The Medtronic Million-Dollar Mistake: How One Employee Lost $200,000 in Taxes (And How You Can Avoid It)
Picture this scenario: You’re a 58-year-old Medtronic engineer who has been diligently participating in the company’s Employee Stock Purchase Plan
Major Tax Law Changes for 2025: What You Need to Know Now
The recently enacted One Big Beautiful Bill Act has introduced some of the most significant tax changes in years, and