Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
The Hidden Costs of Healthcare in Retirement Planning and Estate Planning
Nobody wants to imagine themselves needing help, but planning for it now can help protect you, your future, and the people you love most. The
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock
Meet the New Magnificents
As we come to the end of the year, markets have fixated on two primary narratives. First, will the AI trade and Magnificent-7 (Apple, Amazon,
Portfolio Allocation Strategies for 2026: Three Levers for Managing Risk in a Historic Bull Market
Discover the framework designed to help keep you invested through uncertainty and protect what you’ve built The Bottom Line: The Full Story: I know what
Fed Unwraps Holiday Highs
On Wednesday of this past week, the Federal Reserve concluded their eighth and final FOMC meeting of the year. With a record Government shutdown suspending
The Hidden Costs of Healthcare in Retirement Planning and Estate Planning
Nobody wants to imagine themselves needing help, but planning for it now can help protect you, your future, and the people you love most. The
Giving Turkey Legs!
For the second year in a row, I have the privilege of writing the week leading up to Thanksgiving, a time for family and feasting.
The Vol of Fall
November has brought about a more turbulent stretch for markets. The longest government shutdown in history officially ended this past Wednesday, but not all sources
For Phyllis
Corporate culture isn’t something you install, it’s something you express. It’s the fusion of the passions, values, capabilities, and personalities of the people within a
‘Tis The Season?
The Full Story: This week contained a cornucopia of market-moving morsels. Fed action, earnings action, tariff action, and year-end positioning pressed all three major stock