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. 

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Recent Blog Posts

Momentum Trade Unravels Amid Earnings Season Jitters and Renewed Trade Concerns

Personal Investor
October 22, 2025

Markets pulled back broadly Wednesday, led by a selloff in speculative assets and high-momentum names.

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How to Help Navigate Crypto Safer: Understanding SEC Rules and Protecting Your Investments

Personal Investor
October 22, 2025

As digital assets and cryptocurrencies become more popular, the U.S. Securities and Exchange Commission (SEC) has stepped up its efforts to protect investors. 

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Markets Pause as Rally Shows Signs of Fatigue; Gold Sells Off Sharply

Personal Investor
October 21, 2025

Stocks ended mixed Tuesday, with the Dow pushing to a record high while the broader market showed signs of consolidation.

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Markets Rally as Earnings Impress, Geopolitical Tensions Ease

Personal Investor
October 20, 2025

Markets continued their rebound with a strong session, as the S&P 500 notched a 1.1% gain: its best two-day stretch since June.

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Recognizing Biased Investment Advice: Why Working with a Fiduciary RIA Like DWAM Matters

Personal Investor
October 20, 2025

Conflicted and biased investment advice remains a significant challenge for individual investors. 

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Navigating Volatile Markets: Human Strategies for Long-Term Investment Success.

Personal Investor
October 17, 2025

Navigating risk in volatile markets is crucial for anyone hoping to achieve long-term investment success. 

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Memphis, TN 38119

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