Recent Blog Posts

Plan Your 2026 Financial Check-Ins

Setting regular (quarterly or semi-annual) financial check-ins helps you stay on track with your goals.

Write Your 2026 Money Rules Before the Market Tests You

Writing a few simple money rules for 2026 can help you stay calm, stick to your plan, and avoid making knee-jerk decisions when headlines get loud. 

Markets Digest Rotation as Tech Falters, Small Caps Surge

Stocks showed mixed performance Thursday as investors continued a sharp rotation out of mega-cap tech and into small caps, energy, and defense.

Avoid “All-or-Nothing” Moves: A More Human Approach to New Year Investing

Avoiding “all-or-nothing” decisions at the start of the year can help reduce risk, avoid unnecessary taxes and trading costs, and support more consistent long term investment results. Instead of making big, dramatic changes, a rules based rebalancing process offers a steadier and less stressful way to adjust your portfolio than swinging between 100% cash or 100% aggressive investments.

Does Your Investment Risk Truly Reflect Your Real Life?

If the market dropped 25% this year, would your life plans still feel okay—or would everything suddenly be on hold? 

Markets Climb to New Highs on AI Momentum, Rate Cut Optimism

U.S. equities extended their rally Tuesday, with the S&P 500 closing at a new all-time high, buoyed by renewed enthusiasm for AI-related stocks and growing confidence in Fed rate cuts.

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