June Market and Economic Update Education

07/09/2026

June Market and Economic Update

Can you believe we're already halfway through 2026?Between the World Cup wrapping up, summer heat…

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Happy Fourth of July Newsletters

07/04/2026

Happy Fourth of July

As we celebrate the Fourth of July this year, we do so not long after…

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SpaceX Is Going Public: Here’s What You Need to Know Education

06/09/2026

SpaceX Is Going Public: Here’s What You Need to Know

By now you have probably heard that SpaceX is preparing to go public. Given the…

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May Market and Economic Update Education

06/08/2026

May Market and Economic Update

Markets continued their impressive rebound in May, extending a rally that has surprised many investors…

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When the Dashboard Gets Overwhelming Newsletters

05/18/2026

When the Dashboard Gets Overwhelming

WARNING “Engine coolant is poisonous. Contact with coolant, especially swallowing coolant, may result in serious…

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April Market and Economic Update Education

05/15/2026

April Market and Economic Update

Markets have continued to show resilience in 2026, even amid volatility and global uncertainty.Recently, we’ve…

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Lessons from the Masters & the Markets Newsletters

04/21/2026

Lessons from the Masters & the Markets

``Golf is a game that is played on a five-and-a-half-inch course — the distance between…

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March Market and Economic Update Education

04/06/2026

March Market and Economic Update

As we move through 2026, it’s natural to feel a bit uneasy when headlines and…

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Navigating Geopolitical Uncertainty Education

03/04/2026

Navigating Geopolitical Uncertainty

Over the past several days, we have all been watching the events unfold in the…

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The 12-Year Market Calendar Education

01/02/2026

The 12-Year Market Calendar

As we kick off 2026, most investment professionals look back and recap the last 12…

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Press Play on Christmas Newsletters

12/23/2025

Press Play on Christmas

When do you normally start listening to Christmas music? In June? October? Thanksgiving? I’m fine…

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The Road Ahead: From Motels to AI Newsletters

12/19/2025

The Road Ahead: From Motels to AI

Inns and rooms to rent have existed for millennia.  You may have heard of an…

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Are We In a Bubble? Education

12/13/2025

Are We In a Bubble?

“We can’t all come and go by bubble.” –Elphaba, Wicked As we head into the…

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A Wild Turkey Story—with a Real Investment Reminder Newsletters

11/25/2025

A Wild Turkey Story—with a Real Investment Reminder

“It ain’t what you don’t know that gets you into trouble. It’s what you know…

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The Dunning–Kruger Effect Newsletters

10/20/2025

The Dunning–Kruger Effect

Ever heard of Dunning and Kruger or the Dunning–Kruger Effect? MacArthur Wheeler? Thirty years ago…

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The Power of a Donor Advised Fund Newsletters

09/08/2025

The Power of a Donor Advised Fund

“We make a living by what we get. We make a life by what we…

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Where Your Tax Dollars Go Education

08/06/2025

Where Your Tax Dollars Go

With all the recent talk around the One Big Beautiful Bill Act, I wanted to…

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Quantum Leaps and Market Moves Newsletters

07/30/2025

Quantum Leaps and Market Moves

In October 1927, twenty-nine of the greatest scientific minds in history gathered in Brussels for…

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Cybersecurity: Your First Line of Defense Against Fraud Newsletters

07/23/2025

Cybersecurity: Your First Line of Defense Against Fraud

Cybersecurity has become one of the hottest topics of the year for us. Cybersecurity has…

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Balancing Progress: How AI and the Fed Collide Newsletters

07/02/2025

Balancing Progress: How AI and the Fed Collide

“We are drowning in information while starving for wisdom.” — E.O. Wilson I’ve been thinking…

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The S&P 500 after Major Geopolitical Events Education

06/23/2025

The S&P 500 after Major Geopolitical Events

Over the past week, we have witnessed another major geopolitical conflict, this time between Israel…

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The Importance of Keeping Beneficiaries Up to Date Newsletters

04/30/2025

The Importance of Keeping Beneficiaries Up to Date

Protect What You've Built Ensure Your Assets Go to the Right People As part of…

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Tariffs, Deficits, and China Newsletters

04/04/2025

Tariffs, Deficits, and China

It seems like just a few days ago we were skipping down the Yellow Brick…

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The Economics of Tariffs EducationNewsletters

03/14/2025

The Economics of Tariffs

``Is it better to be feared or respected? I say, is it too much to…

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The True Cost of America’s Coins Newsletters

02/28/2025

The True Cost of America’s Coins

How much does your pocket change cost? More than a pretty penny, it seems According…

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Stock Market Volatility & Emotions Education

02/07/2025

Stock Market Volatility & Emotions

Navigating Market Volatility: Insights & Strategies Imagine a 5-year period where we experienced these successive…

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Retirement Plan Contribution Limits for 2025 Education

02/01/2025

Retirement Plan Contribution Limits for 2025

Retirement Plan Contribution Limits for 2025 Are you in your early sixties and hoping to…

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Why Insurance Reviews Matter EducationNewsletters

01/25/2025

Why Insurance Reviews Matter

Why Insurance Reviews Matter The recent hurricanes in the Southeast and the current wildfires in…

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Holiday Letter – A Festive Look at Giving Season Newsletters

12/01/2024

Holiday Letter – A Festive Look at Giving Season

I think we can all agree, the holidays are the time of year for giving.…

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Planning, Gratitude, and a Message from 1937 Newsletters

11/21/2024

Planning, Gratitude, and a Message from 1937

On June 20, 1937, standing on the banks of the Thames in London, Daisy Alexander…

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Politics & Presidents EducationNewsletters

11/13/2024

Politics & Presidents

“Presidents don’t cause recessions, and presidents don’t cause recoveries. They can only hope to get…

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