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Past Commentary & Articles

While major events like a bear market, inflation, or the war in Ukraine make us fear the unknown, that unknown is the very reason why we have the potential to earn more than the risk-free rate.

As bad as things feel right now, we must remind ourselves of what we can and cannot predict or control. A good night’s sleep and some patience can go a long way in preventing serenity now from becoming insanity later.

Bear markets create trying times; hardly a week goes by without a significant news story that shakes already dwindling investor confidence. But history has shown that markets have historically rebounded to new highs, given time.

The risk of recession is clearly elevated given the inflation situation. While consensus opinion may call for a slowdown, acting on that call may not be the winning bet.

A million dollars used to be a big deal in the United States. Friday, May 20, is National Be a Millionaire Day and it’s traditional to “think like a millionaire, act like a millionaire, and hustle and plan to be a millionaire” to commemorate the day.

For entrepreneurs, a trustworthy advisor needs to have a holistic understanding of your personal and business needs and should always place your interests first.

The past few years have shown us that global instability can have a widespread impact on markets. No one can predict the future, but we believe there are steps investors can take to help their portfolio weather the potential storms to come.

One of the most important decisions to make when you are retiring or changing jobs is what to do with your 401(k), 403(b), or any other employer-sponsored retirement plan.

It’s no secret – inflation has been bad. Although the current situation feels bleak, there’s reason to believe we may be through the worst of it.

Maintaining or starting a hobby in retirement can add expenses to your budget. Before making a big purchase, ask yourself if the emotional ROI tops the financial one.

While everyone’s personal financial situation is different, it is possible for single mothers to overcome the additional obstacles they face and build generational wealth. We present five strategies that can help single mothers pursue financial independence.

Earlier this week, the S&P 500 was down 13% for the year. Looking ahead, the range of possible outcomes feels especially wide, but there are many scenarios where markets could react positively.