We woke up today to headlines referencing a social media post by Trump: unless Iran struck a deal in the next 12 hours, “a whole civilization will die tonight, never to be brought back again”—a ghastly threat.

I’m really tired of corruption.  I mean, really tired of it. And I’m really tired of a specific kind of corruption.  It involves the markets, likely because I’m so close to them, and the use of privileged information to trade and speculate and make millions of dollars.

Before diving into the main point of this piece, let me address the elephant in the room.

The U.S. and Israel launched a large-scale attack on Iran aimed at regime change and killed several of Iran’s leaders, including Ayatollah Khamenei…

Jason Zweig is a very famous writer for the Wall Street Journal.  He is one of my favorites and someone I often look to for inspiration and insight.  One of the more impressive things I’ve heard him say over the years is, “My job is to write the exact same thing…

After three straight years of double-digit gains in the stock market, there's a weird moment that happens right about now.

You look back and think, "I handled that." I made good decisions. I stayed invested. I kept my spending in check.

Money anxiety is a real thing, and a lot of people suffer from it.  And when I say a lot of people, it’s not just people on the lower end of the income spectrum.  I’m saying that just about everybody suffers from it, and I spend the majority of my days talking with these folks about it. 

As my family prepares for a night of trick-or-treating, I find myself wondering what scares me most as an investor this year. The key theme I keep coming back to is the financial media…

In light of the ongoing government shutdown and the prevailing uncertainty, we have received numerous inquiries from clients seeking our insights on the investment landscape and its potential impact on their wealth and financial plans.

The vibes are very off regarding the state of the U.S. economy right now.  Back in 2022, young economist Kyla Scanlon coined the term “vibecession” to describe the awkward feeling…

Kids are back in school, Warren Buffett turned 95, and Starbucks brought back the Pumpkin Spice Latte last week. As much as it pains me to admit it, summer is officially behind us.

The majority of us at one time or another, I told him, have experienced some level of money related anxieties, and to various degrees.  Most of the time, it happens early in our careers…

Post-election, investors have experienced a roller coaster not only in stocks but also in bonds, commodities, and currencies. The most important factor at play is global investors' aversion to US assets.

Market volatility spiked in the second quarter as the S&P 500 dropped sharply in early April following the announcement of sweeping reciprocal tariffs. However, those initial losses were gradually…

The U.S. stock market has clawed back everything it lost in the late-February slide that bottomed soon after Liberation Day. Headlines continue to warn about tariffs, trade conflicts…

I’m in the business of helping people prepare for monumental events in their lives, and none more prevalent in people’s minds than the act of retirement.

What I’m about to write may seem blasphemous to some, but bear with me.

It’s been 29 days since Liberation Day, and now that markets have stabilized somewhat, I want to take a moment to say how proud I am of all our clients. Though some were nervous at times, not one pulled their money out of the market.

Human nature causes people to feel the need to take action in times of frustration, and I’m certainly not one to believe that I can help conquer human nature.  But I will leave you with what I think is sage advice…

Small-cap stocks have long been the market’s scrappy underdogs—full of potential but prone to volatility. But after striking out on Tinder for the past nine years, one has to wonder: Will they ever find love?

Let’s start with the headline news.  Trump instituted tariffs over the weekend on Mexico, Canada, and China, sparking a colossal global trade war the likes of which haven’t been seen in over 100 years.

And there is good reason that we haven’t seen actions like this in a long time: they don’t have a positive effect on the economy.