Markets Rally to New Highs Despite Valuation Concerns

U.S. equities capped off the week with fresh all-time highs, shrugging off valuation warnings as the Federal Reserve’s dovish pivot reinforced bullish momentum.

Recent Blog Posts

Securing Your Future: Important Retirement Savings Updates for 2025

Personal Investor

February 27, 2025

We would like to discuss some important developments in retirement savings as of February 27, 2025.

Midday Market Roundup for Thursday, February 27, 2025.

Personal Investor

February 27, 2025

As of midday on February 27, 2025, here are the top four financial and economic stories:

Wealth Protection in Volatile Markets: A Strategic Approach

Personal Investor

February 27, 2025

I’ve spent over two decades helping clients navigate complex market conditions.

The PULSE: Global Economic and Market Update: February 26, 2025

Personal Investor

February 26, 2025

Today, global financial markets exhibited mixed performances amid ongoing economic uncertainties and geopolitical developments.

The Power of Compounding Interest: Growing Your Wealth Over Time

February 26, 2025

Today, I want to discuss one of the most powerful tools for building wealth: compounding interest.

How to Write a Financial Plan for Your Business in 2025

February 26, 2025

One of the most important things I tell business owners is that a financial plan isn’t just a formality—it’s a critical tool for success.