Blog
How Behavioral Science Helps Us Avoid Financial Traps
When it comes to managing investments, investors can be their own worst enemies. Behavioral finance research has revealed how emotional and cognitive biases can lead investors to make financial decisions
3 Reasons Investors Can Be Thankful This Holiday Season
After a historic year, investors have much to be thankful for this holiday season. Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock
President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half the country, this is a cause for celebration,
Economic & Market Commentary Q3 2024 – 5 Insights on the Fed, Election, and Volatility in Q4
As we begin the final quarter of the year, financial markets and the economy have defied many investors’ expectations. Rather than falling into recession, the economy has grown steadily, albeit
2025 Tax Countdown: How Expiring Tax Cuts Will Impact High-Income Earners
By Bijan Golkar, CFP® and Hanah Bjorklund
As 2024 comes to an end, it’s time to talk about the Tax Cuts and Jobs Act (TCJA).
How Corporate Earnings Support the Market Rebound
Financial markets have been resilient in recent weeks, almost fully recovering from the swings experienced at the beginning of August. Major stock market indices are once again approaching all-time highs,
How to Invest for Retirement Amid Market Uncertainty
From President Biden’s announcement that he will not be seeking re-election, to a rotation out of tech stocks and into small caps, recent events have added to market uncertainty. The
How Technological Innovations Impact the Stock Market
Investors and the financial media tend to focus on macroeconomic concerns such as inflation, labor markets, and the Fed. While these topics are important, history shows that the economy and
Shinise Tactics for Financial Prudence in Business and Family
I was listening to a podcast featuring Howard Marks from Oaktree Capital. Howard talked about Shinise companies. In Japan, Shinise are long-established businesses that have been in operation for a
How Earnings Can Guide Investors in Difficult Markets
With markets nervous about stubborn inflation, a gradually slowing labor market, and the timing of the first Fed rate cut, investors are more focused on this corporate earnings season than
Why Cash Is Not a Long-Term Investment
In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical
Navigating the Ripple Effects: Oil Prices’ Influence on Inflation, Federal Policies, and Market Dynamics
The stock market has become increasingly jittery, with the S&P 500 experiencing its first 5% pullback of the year. The possibility that the Fed could delay its first rate cut,