The year 2025 was a good example of the prevailing regime. That is, we are witnessing markets that are driven less by fundamentals and traditional business-cycle dynamics and more by fiscal and monetary policy influence. As fundamentals have taken the back seat, policy decisions have…
As we step into this season of reflection (and the week of Thanksgiving), we find ourselves thinking about what it means to truly live with an attitude of gratitude. This time of year always provides a chance for us to pause. Amidst the beginning of…
Every fall, our team takes time to focus on something bigger than financial planning—our shared mission to make a difference in the lives of families affected by Alzheimer’s. For us, supporting the Walk to End Alzheimer’s isn’t just an annual event. It’s a cause that…
LPL Research recently unveiled Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations, their semi-annual report that recaps where markets and the economy have been over the first half of 2025 and where they may be going over the remainder of the year. We’re pleased to bring…
This year, the longest day is June 20th. Each year on The Longest Day—also known as the Summer Solstice—people around the world come together to fight the darkness of Alzheimer’s. It’s a powerful reminder that even on the longest day of the year, when the…
The latest recovery is another reminder that periods of turmoil can often create opportunities. Although stocks may pull back after their strong rally since the April 8 lows — especially if trade deals and tariff reductions don’t materialize soon — the lesson is clear: in…
As we embrace the fresh energy that spring brings and look ahead to summer, May is the perfect time to revisit the conversations that matter most—those that strengthen and protect your family’s financial future. Have you ever considered a family meeting as a part of…
We always aim to keep you informed, and this recent commentary from Brian Westbury at First Trust offers a helpful perspective worth sharing. Back on January 10, 2025, it cost $1.024 to buy one Euro. Last Friday, the $/Euro exchange rate was $1.125 – a…
The recent market sell-off and volatility has served as a powerful reminder of the importance of a disciplined, diversified investment approach. While sharp market movements can be unsettling, they also highlight the value of a portfolio built to weather a variety of economic conditions. Why…