Recent Blog Posts

Three Levers, One Future: How Saving, Allocation, and Behavior Will Shape Your 2026 Financial Results

Year-end market headlines are always attention-grabbing, but real financial success depends on the three levers you can actually control: saving, allocation, and behavior. 

Markets Drift Lower as Year-End Nears; Fed Minutes Reinforce Rate Cut Expectations

Stocks edged lower Tuesday for a third straight session, with trading thin and few new catalysts to shift sentiment.

Habits, Not Hype: How to Turn Your 2026 Investment Resolutions into Automatic Wins

Habits, Not Hype: How to Turn Your 2026 Investment Resolutions into Automatic Wins Turning good intentions into lasting investing habits for 2026 starts with a clear picture of your ideal financial life—and making that vision part of your daily routine. 

Tech Weakness Leads Stocks Lower; Precious Metals Retreat Sharply

U.S. equities slipped Monday as a late-year rotation out of tech dragged major indexes into the red.

Behavior Checkup 2025: Did Your Investing Actions Truly Match Your Beliefs?

Year-end performance is important, but the real value of 2025 lies in how closely your actions reflected your investing beliefs and written plan. 

Markets Hold Steady After Strong Weekly Gains

Stocks ended the week quietly but firmly, with the S&P 500 closing just shy of record highs after notching its best week in a month.

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