A static approach to investing is not enough. While long-term strategies remain foundational,...
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The Magnificent Seven Are Mediocre
In 2023, the “Magnificent Seven” (NVDA, META, TSLA, AAPL, MSFT, AMZN, and GOOG) became...
How a Risk-Managed Investment Strategy Reduces Emotional Decision-Making
Investing is as much about mindset as it is about markets. When volatility strikes or headlines...
Relative Returns Or Absolute. What’s More Important?
A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run,...
Q2-2025 Earnings Season Preview
Next week, the Q2-2025 earnings season will begin in earnest as a barrage of S&P 500 companies...
Capital Preservation Strategies for Retirees with Over $1 Million in Assets
When you’ve accumulated more than $1 million for retirement, your financial priorities shift....
Retirees with guaranteed income spend more.
David Blanchett and Michael Finke penned a June 2024 research paper for the Retirement Income...
Might Lower Rates Be The Cure For Higher Prices?
The Fed is resisting interest rate cuts to help soften inflation to its 2% target. Supporting their...
What High Net Worth Families Should Know About Generational Wealth Transfer
For high-net-worth families, passing wealth to the next generation involves more than just...
The Bull Market Is Alive And Well
The bull market is alive and well, even amid widespread talk of the โdeath of U.S....
Annuities Are Not Your Enemy.
Utter the word ANNUITY and watch facial expressions. They range from fear to disgust to...
What Sets a Fiduciary Financial Advisor Apart for High Net Worth Clients
When your wealth reaches seven figures or more, every financial decision carries greater weight and...
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