2024 Year in Review and A Look Ahead
Market CommentaryJanuary 22, 2025
A recap of how stocks and bonds performed in 2024, examining market trends before and after the U.S. presidential election in November.
Revisiting the “Smooth-Ride”
Market CommentaryApril 9, 2024
An examination of Smooth-Ride investment strategies, exploring the tradeoffs between reduced volatility and long-term return expectations.
1Q 2024 market summary
Market CommentaryApril 9, 2024
A recap of March 2024 market activity, covering major index highs, Federal Reserve rate expectations, and housing market trends.
2023 2nd Quarter Market Commentary
Market CommentaryJuly 17, 2023
A summary of second quarter 2023 market conditions, covering inflation trends, economic growth, Federal Reserve policy, and the debt ceiling resolution.
2023 1st Quarter Market Commentary
Market CommentaryApril 5, 2023
A review of first quarter 2023 market conditions following bank failures at Silicon Valley Bank, Signature Bank, and the Credit Suisse acquisition by UBS.
What You Need to Teach Your Kids About Money Management
ArticlesJanuary 6, 2023
Guidance on teaching children healthy money habits, exploring how a parent's own financial behavior shapes a child's relationship with money.
2022 3rd Quarter Market Newsletter
Market CommentaryOctober 6, 2022
A third quarter 2022 market update discussing Federal Reserve policy, inflation, and the central bank's dual mandate of employment and price stability.
Creating Generational Wealth that Lasts
ArticlesSeptember 14, 2022
An overview of generational wealth transfer, examining why many families lose accumulated wealth within one or two generations and how planning can help.
403(b) vs. 401(k) Benefits: What You Absolutely Need to Know
ArticlesAugust 25, 2022
A comparison of 403(b) and 401(k) retirement plans, explaining how defined contribution plans differ from traditional pensions and from each other.