Investment Management
What’s Going On With the Bond Market?
If you have read the financial news lately, you may have seen some alarming headlines about a “bond market selloff”…which certainly sounds scary! But, with all gripping headlines, there is a lot going on under the surface which creates more a more nuanced situation! Quick refresh
Sarah YakelSep 11, 2026
No Correlation: Why Stocks and Bonds Don’t Always Move Together
We have often said in this space that diversification means you always own something you hate. A more technical way to define diversification is owning assets that have little correlation with each other. Ideally, you don’t want to own things that move in the same direction at th
Nathan GilbertJul 22, 2026
The Beautiful Game Plan (or From Pitch to Portfolio?)
Last month, my husband and our boys made a quick trip to Dallas to watch Argentina take on Austria. They happened to be sitting in the Argentinian supporters’ section—which they described as absolutely electric. Even better, they were there to watch Lionel Messi score the goals t
Sarah YakelJul 13, 2026
Great Company. Disappointing Stock. How Can Both Be True?
Over the past couple of months, I’ve had several clients ask a version of the same question. “Amazon is down. Microsoft is down. Nvidia reported incredible earnings. Why aren’t these stocks going up?” It’s a fair question. After all, these are some of the strongest businesses in
Kira TopekaJul 7, 2026
Understanding the “Step-Up in Cost Basis”: Help Your Family Keep More of Your Wealth
One of the most valuable tax benefits available to families is something called a step-up in cost basis. While the name may sound technical, the concept is actually quite simple and can have a significant impact on how much of an inheritance your loved ones ultimately keep. Your
Dan FortunatoJun 29, 2026
Timing the Market: Sell in May and Go Away?
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 rat
Nathan GilbertMay 5, 2026
IPO Fever
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
Sarah IrvingApr 21, 2026
What are Trump Accounts? A Simple, Parent-Friendly Breakdown
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.
Dan FortunatoApr 6, 2026
AI Hype, Long-Term Opportunity, and a Lesson from the Blackjack Table
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 I
Sarah YakelMar 17, 2026
Geopolitical Conflict and Financial Resilience
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 slic
Sarah IrvingMar 9, 2026
Where Are My Tax Forms Again?
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
Nathan GilbertFeb 17, 2026
Investing in AI: Taking Lessons from the Gold Rush
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
Dan FortunatoFeb 2, 2026