Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
The Hidden Risk of Success: Why It’s Important to Realize Gains
January 27, 2026
Success can sometimes lead to hidden risks. I often hear investors say, “I know the […]
Labor Shortage—4th Quarter 2025 Commentary
December 31, 2025
Labor Shortage “The only thing on your to-do list is ‘Take down outdoor Christmas lights.’” […]
4th Quarter 2025: Market and Economy
December 31, 2025
2023, 2024, and 2025: A truly incredible three-year run for markets. That is what we’re […]
Psychology & Money: When Two Worlds Collide
November 15, 2025
More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Beyond the Numbers: Designing a Purposeful Retirement
February 25, 2026
When individuals approach retirement, the conversation often begins with numbers: how much they’ve saved, what […]
When There Are No Defaults: Estate Planning for Childfree Adults
January 31, 2026
My husband and I are DINKs. It sounds like a schoolyard insult, but it fits […]
Trump Accounts: A New Vehicle for Long-Term Savings
January 29, 2026
Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
The Future of Social Security
January 6, 2026
From time to time, the solvency of Social Security makes its way back into the […]