We’re living through intense times. Between trade disputes, geopolitical tensions, and domestic unrest, it’s easy to feel overwhelmed. The news cycle keeps feeding us reasons to worry about our money. But here’s the thing: emotional investing is almost always bad investing. https://vimeo.com/1160258911 The Bigger Picture Looks Better Than You Think

Why This Year Started Strong Despite ongoing geopolitical tensions around the world, the stock market is showing remarkable strength to kick off the year. Here’s what’s driving this positive momentum and what it means for investors. The U.S. economy has entered LEAD 1—strong growth paired with cooling inflation. This combination

As we kick off 2026, there’s a persistent question every investor faces: What are the best opportunities for this year? Here’s the uncomfortable truth: nobody really knows on Day 1. The investments that outperform aren’t typically the ones forecasted in January—they’re the ones identified through consistent monitoring and adjustment throughout

Year-End Market Outlook: Reasons for Optimism Headinginto 2026 As we approach the end of the year, it’s a perfect time to reflect on our blessings and look ahead to what’s coming in 2026. The economic indicators are showing several encouraging signs that give us reason for optimism. https://vimeo.com/1148936643 Key Economic Highlights: Inflation is

Navigating Volatility Through Year-End We’ve been raising cash in client accounts to navigate increased market volatility as economic conditions shift. Here’s what’s happening and why we’re taking a defensive posture. Current Economic Environment We’re transitioning into a Lead 4 scenario through the end of December, characterized by: Slowing growth in

Something’s shifting beneath the surface of the markets right now, and if you’re not paying attention, you’re missing the most important story of Q4. It’s not about another AI stock hitting new highs. It’s not about the latest Fed commentary. And it’s definitely not what the financial media is obsessing

The Meeting China’s Fourth Plenary Session of the 20th Communist Party Central Committee convenes October 20-23, 2025 in Beijing. President Xi Jinping and over 370 senior Party members will finalize proposals for China’s 15th Five-Year Plan (2026-2030). The formal adoption will occur in early 2026 at the “Two Sessions” parliamentary

As you may be aware, a government shutdown happened as of October 1st. I wanted to provide you with a brief overview of what this means for the economy and your investments. Key Points: Historical Context Over the past 30 years, the government has been shut down for a total

Every day, business owners and retirees face choices that shape their futures. While minor decisions come effortlessly, major ones require intention. Here’s how to approach them with clarity and confidence: Key Takeaways 1. Clarify Your GoalStart by defining what you want to achieve. Clear goals help you evaluate options meaningfully.