There are lots of different ways to say, ‘I think I can time the market.’ Here are a few examples: I will get back in when things feel better I am waiting for a big downturn before I invest It feels like the market’s due for a pullback This rally doesn’t feel sustainable Once rates […]

Every few years, IPOs have a way of making even the most disciplined investors feel a little like they’re standing outside an exclusive event, wondering if they should try to get in on the action. This is a recurring subject that pops its head up every few years. I actually wrote a blog about it […]

If you’ve been hearing about “Trump accounts” lately and wondering what they actually are, you’re not alone. Officially called Section 530A accounts, these new investment accounts are set to roll out July 4, 2026, and they’re designed to help kids build wealth from an early age. At a high level, think of a

As a quick note, the recent escalation of conflict involving Iran is a sobering reminder that markets do not exist in a vacuum. More importantly, events like these carry real human consequences, and we hope that tensions can de-escalate quickly. From a market perspective, Sarah Irving covered the historical patterns

Market behavior especially when influenced by geopolitical events is a lot like parenting – once you think you think you have a grasp on everything and no one is sick, something is bound to change. As a parent, the combination of preparation and agility (not to mention a big slice of humble pie) have thus […]

It’s hard to believe it is already tax season, but here we are! If you aren’t paying attention to the calendar, you can certainly tell by the number of tax prep company ads that are all over the place. My favorite one involves someone riding a bike through a city while on a cell phone […]

The AI Gold Rush: What It Means for Investors I watched a lot of movies growing up that involved robots, self-driving cars, talking computers, smart houses, and any other number of futuristic ideas that have all come into fruition thanks to Artificial Intelligence. Today, AI has quickly become one of the most

As my first blog post in 2026, it is hard to believe we are already halfway through the first month; however, when I take a moment to reflect, a LOT has already happened in a short period of time. Personally, I have been blessed and lucky enough to have enjoyed warm weather and beautiful views […]

For decades, the S&P 500 has been held up as the gold standard of diversification. It’s the index that financial advisors recommend for beginners, the benchmark professionals use to measure performance, and the foundation of countless retirement portfolios. The idea is simple: by owning the 500 largest publicly