

Don't Just Stand There, Do Nothing!
In years like 2022 when everything is going down, you'll always wish you would've taken less risk. In year like 2023 when everything is goin


Mid-Year Update 2023
Mid-Year Market Update 2023

Here Comes the Sun...
Anybody remember the Beatles hit released in 1969? Last month (May 11) it became the only Beatles song to hit a billion downloads on...


The Looming Debt Ceiling & Market Implications
Concerns of a possible default are appearing prominently in financial media headlines as the deadline approaches.


Silicon Valley Bank Fails
Banking regulators shut down Silicon Valley Bank, or SVB, marking the second-largest bank failure in US history.


Cash is Back!
After a decade-long era of near zero rates, savers can start getting paid again.


Where to From Here?
2023 Market Outlook


Secure Act 2.0 - Big Changes to Retirement Savings
The Secure Act 2.0 was passed in late December. We discuss some of it's biggest changes.

Reasons for Optimism
It's the first time ever that stocks and bonds are in a +10% drawdown at the same time.

Expectations Matter
Sometimes all the market needs to see is that things aren’t as bad as originally feared. This doesn’t mean the current situation is good per