Holiday Optimism and Market Reality: Navigating November’s Seasonal Strength with Discipline

November is often seen as a bright spot for the stock market. Increased holiday shopping and year-end moves by big investors tend to give the market a boost. 

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Recent Blog Posts

New Rules Affecting Private Market Access: What Investors Need to Know

Personal Investor
October 15, 2025

Private market investing is undergoing significant change. The SEC has recently updated its rules, expanding access to private market investments—opportunities that were once available only to institutional and accredited investors. 

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Markets Dip as Trade Tensions Return Despite Strong Bank Earnings

Personal Investor
October 14, 2025

Markets reversed early gains Tuesday as a new wave of U.S.-China trade tensions re-emerged, overshadowing upbeat earnings from major financial institutions and a dovish speech from Fed Chair Jerome Powell. 

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Asset Allocation by Age: Building a Resilient Portfolio for Every Life Stage

Retirement
October 14, 2025

Let’s talk about asset allocation and how it changes as we move through life’s different chapters.

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Phishing and Social Engineering in Fintech

Personal Investor
October 14, 2025

Let’s talk about one of the most pressing risks in fintech today: phishing and social engineering. 

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Stocks Indexes Close Sharply Higher as Trump Softens Tone on China; Chip Shares Soar on Broadcom Deal with OpenAI

Personal Investor
October 13, 2025

U.S. stocks rebounded sharply Monday, recovering nearly all of Friday’s steep losses after President Donald Trump struck a conciliatory tone on China, assuring markets that trade tensions “will all be fine.”

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Stocks Sink After Trump Threatens 'Massive' Tariffs on China; Nasdaq Hits New Record Before Retreating; Gold Recrosses $4,000

Personal Investor
October 10, 2025

U.S. stocks tumbled sharply Friday after former President Donald Trump threatened “massive” new tariffs on China, sparking renewed trade war fears and reversing early gains that had lifted the Nasdaq to another record high.

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