College Planning: Key Financial Considerations

The investment in higher education represents not only substantial costs but also a complex decision about future career prospects, quality of life, and financial independence.

A Weakening Dollar: Should You Worry?

The dollar has weakened in recent months amid trade and economic uncertainty, declining against a basket of major currencies to its lowest level in three years.

Beyond the S&P 500: Opportunities for Diversification

While the S&P 500 and Dow remain important benchmarks, investors should consider the benefits of diversifying across many other parts of the market, including smaller companies and international stocks.

U.S. Credit Downgrade: Hype vs. Reality

As a follow-up to one of my recent articles on this topic, one of the world's top credit rating agencies recently made a move no one wanted to see, and the financial media took notice.

Debt, Deficits, and the Moody’s Downgrade

Moody's recent downgrade of the U.S. credit rating marks an official end to the country’s top-tier debt status.

Special Update: What U.S.-China Trade Progress Means for Investors

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April.

Lessons from Warren Buffett for Today’s Investors

Find out how lessons from Warren Buffett for today’s investors can guide your financial journey with patience and long-term vision.

Is The Market Recovery Here? Historical Perspective.

Over the past two months, markets have fallen sharply. However, we've also seen a significant recovery over the past few weeks.

Bond Volatility and the Battle Over Fed Policy

For bond investors, especially those who rely on their portfolios for income, the current environment may present both challenges and opportunities for their financial plans.

The Bigger Picture on U.S. and China Tensions

Trade tensions between the United States and China have escalated in recent weeks, with both countries implementing unprecedented tariff increases.

This Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.

If you're feeling uneasy about the markets right now, you're not alone. I'd be lying if I said this is easy.

Quarterly Webinar: Q2 2025 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 2025.

Playing Offense and Defense in Challenging Markets

In sports as well as investing, a winning strategy requires a combination of both offense and defense, especially in challenging markets.

5 Important Tax Considerations for Your Financial Planning

Albert Einstein reportedly once told his accountant, "the hardest thing in the world to understand is income taxes."

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College Planning: Key Financial Considerations

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Recent Articles

College Planning: Key Financial Considerations

A Weakening Dollar: Should You Worry?

Beyond the S&P 500: Opportunities for Diversification

U.S. Credit Downgrade: Hype vs. Reality

Debt, Deficits, and the Moody’s Downgrade

Special Update: What U.S.-China Trade Progress Means for Investors

Lessons from Warren Buffett for Today’s Investors

Top Client Questions: Negative Q1 GDP and Recession Concerns

Is The Market Recovery Here? Historical Perspective.

Bond Volatility and the Battle Over Fed Policy

The Bigger Picture on U.S. and China Tensions

This Isn’t the First Crisis. It Won’t Be the Last. And That’s Okay.

Quarterly Webinar: Q2 2025 Market and Economic Themes

Playing Offense and Defense in Challenging Markets

5 Important Tax Considerations for Your Financial Planning

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