Recent Blog Posts

Markets Push Higher Ahead of Fed Decision; S&P 500 Hits New Record

Markets kicked off the week with strong momentum as the S&P 500 touched new record highs, fueled by solid corporate earnings and continued optimism around a soft landing.

Markets Kick Off Key Week with Risk-On Sentiment; Gold Surges Past $5,000

Stocks climbed Monday as investors leaned into earnings optimism and potential economic reacceleration, while geopolitical jitters and weather-driven commodity moves pushed gold past $5,000 and natural gas sharply higher.

Investors Seek Shelter in Metals as Stocks Show Signs of Fatigue

Stocks finished a turbulent week on a quiet note, with major indexes diverging.

How Often Should You Really Check Your Accounts?

Jen used to check her investment account every single morning, often before she’d even had her coffee. 

Markets Rebound Sharply as Trump Softens Tone on Greenland

Markets staged a strong rebound Wednesday, recouping much of the prior day's steep losses, as President Trump signaled a shift toward diplomacy over confrontation with NATO allies.

Is Your Portfolio Ready for Life’s Curveballs? A Human Approach to Financial Stress Testing

Imagine this: You’re sipping your morning coffee, scrolling through the news, and suddenly you see headlines about a market crash, layoffs at your company, or rising prices at the grocery store. Would your financial plan hold up—or would panic set in?

Lets Talk >