Blog Archives

How to Start Investing: Essential Strategies for Success

Learn how to start investing wisely with essential tips on asset allocation, diversification, and financial planning.

Private Equity: Investing Beyond Public Companies

Explore the world of private equity and discover how it represents a unique opportunity for serious long-term investors.

Weekly Market Recap | May 8, 2026

Markets traded higher for a sixth consecutive week, extending the rally that began in late March and pushing several major indexes to new highs.

Stock Market Basics: A Beginner’s Guide to Investing

Master stock market basics to build long-term wealth. Learn how investments can align with your financial goals.

Are Seasonal Market Patterns Like “Sell in May and Go Away” Relevant?

Are Seasonal Patterns Like “Sell in May and Go Away” Relevant? Let's look at the data.

Housing Market Update: Impact on the Economy and Financial Plans

For many households, a home represents not only where they live and raise their family, but also their largest financial asset, monthly expense, and source of debt.

Monthly Market Update: Stocks Set New Highs as Geopolitical Tensions Ease

Back-to-back ceasefires, first between the U.S. and Iran on April 7 and then between Israel and Lebanon on April 16, changed the market's outlook. Let's dive into the details!

Mega Backdoor Roth: Maximize Your Retirement Savings Today

Unlock the potential of the Mega Backdoor Roth to amplify your retirement savings beyond standard limits and enjoy tax-free growth.

Webinar: The Case for Private Markets

Join us for a webinar on private market investments, as we discuss their potential impact on diversified investment portfolios.

The Bull Market Cycle: Investment Lessons and the Wall of Worry

It has now been more than three-and-a-half years since the bull market began in October 2022.

Weekly Market Recap | April 24, 2026

Markets moved higher for a fourth consecutive week, with the S&P 500 and Nasdaq both closing at fresh all-time highs for the second week in a row.

Backdoor Roth IRA Explained: A Guide for High Earners

The backdoor Roth IRA strategy is a two-step process designed for high earners who are otherwise ineligible to contribute directly to a Roth IRA.

Chart of the Month | Market Volatility: The Best Days and Worst Days Travel Together

The stock market's best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder.

A Balanced View of Inflation and Earnings as the War in Iran Evolves

The conflict between the United States and Iran continues to evolve, with markets reacting to each new set of headlines.

Weekly Market Recap | April 18, 2026

The S&P 500 gained nearly +4.5%, extending an 11-session V-shaped recovery. The Nasdaq set its own record, gaining nearly +7%.

Quarterly Webinar: Q2 2026 Market and Economic Themes

Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 2nd quarter of 2026.

Your Guide to Understanding a Rollover 401k into Roth IRA

A rollover 401k into Roth IRA can offer significant tax benefits for your retirement portfolio, including tax-free withdrawals in retirement.

Weekly Market Recap | April 10, 2026

Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year.

Global Portfolio Perspectives on the Dollar, Gold, and International Stocks

Global events have been at the center of financial market activity, with high oil prices, geopolitics, and new tariff rules capturing investor attention.

Required Minimum Distributions for High Net Worth Retirees

Understand required minimum distributions to avoid penalties and manage your retirement income strategy effectively.

1st Quarter 2026 Market and Economic Review

The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January.

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