Recent Blog Posts

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.

Last Business Friday: The One Page Plan That Can Transform Your Financial Life

Imagine turning your entire financial life into a single, simple snapshot—just one page, reviewed on the last business Friday of the year. 

Markets Rally to New Highs Despite Mixed Data; Tech Leads, Fed Bets Hold Steady

Markets notched a fourth straight day of gains as the S&P 500 closed at a record high, led by large-cap tech.

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