Recent Blog Posts

Midday Market Roundup: Today's Financial Highlights: Trade Tensions, Market Surprises, and Corporate Strategies

Global markets were on edge today as the United States imposed new tariffs on Chinese imports, escalating tensions between the world's two largest economies.

The Smart Investor’s Guide to Last-Minute Tax Prep

My friend Mark is one of the sharpest investors I know. He’s the guy who always seems to be a step ahead—whether it’s spotting a market trend before everyone else or restructuring his portfolio just in time to avoid a tax hit. 

Midday Market Roundup: Today's Financial Highlights: Market Turmoil, Corporate Decisions, and Housing Trends

The financial world saw significant developments today, with markets reacting sharply to government policy announcements and shifting corporate strategies

How Financial Literacy Changed My Life—And How It Can Change Yours in 2025

I'll be honest—there was a time when money stressed me out. I wasn't sure if I was saving enough, investing correctly, or making the right spending choices

Financial Conversations Every Couple Should Have: Building Trust and Planning Together

I used to think talking about money in a relationship was awkward. It felt like one of those topics—like politics or past relationships—that could cause unnecessary tension. 

Cognitive biases can significantly influence investment decisions, especially when fear and greed drive the markets.

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