TL;DR SummaryAn executor — the person or organization you name in your will to manage your estate after you die — carries out one of the most consequential roles in any wealth transfer plan. The typical estate takes 16 months and 570 hours of work to settle (EstateExec). Yet as
At 1:00 pm yesterday, the picture was clear. Then it wasn’t. Here’s what that moment reveals about how we invest. At 1:00 pm yesterday, the picture was clear: oil was up, energy stocks were making new highs, and the broader market was selling off. The trade war was escalating, sentiment
If you’ve spent any time in the Midwest in February or March, you know the drill: gorgeous and sunny one afternoon, then sleet and single digits by the next morning. You never quite know what you’re walking into, so you dress in layers and stay ready to adapt. Right now,
“You have to starve the doubt and feed the faith.” — Marvelous Marvin Hagler The Fighter Who Never Stopped Adjusting Marvelous Marvin Hagler wasn’t just a great boxer—he was a master of adaptation. The Undisputed Middleweight Champion from 1980-1987 defended his title 12 times, 11 by knockout. But what made
The markets are wild. I covered a lot in the video, but here’s what actually matters for your portfolio. 1. Volatility Isn’t the Same as Risk We just saw a seven-sigma move in precious metals. That sounds scary. But here’s the thing—extreme moves in both directions are actually normal when
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