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Monday, July 27, 2026

The Weekly Wealth Watch July 27, 2026 The Markets “The key to successful investing is to stay disciplined, keep costs low, diversify broadly, and maintain a long-term perspective.” — Tim Buckley, Former Chairman & CEO, (Vanguard) U.S....

Monday, July 27, 2026

Market Strategy by Talley Leger, Chief Market Strategist July 24, 2026 The Bond Market Isn’t Screaming – You’re Just Listening to the Wrong People When Treasury yields rise, investors tend to make the same diagnosis: Debt. Deficits....

Monday, July 20, 2026

The Weekly Wealth Watch July 20, 2026 The Markets “The biggest investment opportunities often emerge when investors can distinguish between short-term market noise and long-term technological change.” — Dan Benton, Founder, Andor...

Friday, July 17, 2026

Market Strategy by Talley Leger, Chief Market Strategist July 17, 2026 Bank Earnings Ratify the “Tech Enablement” Thesis Corporate management teams are signaling their growing optimism this earnings season. According to FactSet, the...

Monday, July 13, 2026

The Weekly Wealth Watch July 13, 2026 The Markets “Investing isn't just about owning great companies—it's about understanding how they create long-term value for all stakeholders.” — Jeff Ubben, Founder, (Inclusive Capital Partners)...

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Friday, July 10, 2026

Market Strategy by Talley Leger, Chief Market Strategist July 10, 2026 Did You Say ‘Over?’ In the immortal words of John (Bluto) Blutarsky from the 1978 film, Animal House: “What? Over? Did you say ‘over?’ Nothing is over until we...

Monday, July 6, 2026

The Weekly Wealth Watch July 6, 2026 The Markets “Successful investing requires discipline, thoughtful diversification, and a long-term perspective. Markets will fluctuate, but resilient portfolios are built to weather those...

Monday, July 6, 2026

Market Strategy by Talley Leger, Chief Market Strategist July 2, 2026 Market Memory: What Past Performance Implies About Future Results Every investment professional – including me – is familiar with the ubiquitous compliance...

Monday, June 29, 2026

The Weekly Wealth Watch June 29, 2026 The Markets “The market is constantly weighing probabilities, not certainties. Successful investing comes from recognizing when expectations have become disconnected from reality.” — Lee Ainslie,...

Friday, June 26, 2026

Market Strategy by Talley Leger, Chief Market Strategist June 26, 2026 Mid-Year Outlook: “Dynamic Optimism” in a Non-Inflationary Equilibrium How can advisors balance the structural tension between protecting and growing their clients’...

Friday, March 27, 2026

Participants familiar with catch-up contributions may now be able to have a greater impact on their retirement savings through Super Catch-Up contributions. Catch-up contributions allow people age 50 and older to contribute more to...

Friday, February 6, 2026

The end of the year is a natural time to pause and reflect on our lives and reset priorities and goals for the upcoming year. While many resolutions fade by February, improving your personal finances is one goal that can deliver...

Friday, February 6, 2026

Tax season has a way of sneaking up on people. A little preparation now can make the process smoother, reduce stress, and help ensure you don’t miss valuable tax-saving opportunities. Here’s a practical guide to what you should be...

Friday, February 6, 2026

If you are age 50 or older and saving for retirement through your workplace plan, you may already be taking advantage of catch-up contributions - the extra amount you are allowed to save each year beyond regular limits. SECURE 2.0...

Friday, February 6, 2026

A policy review in conjunction with a review of a financial plan is a great idea. It is important to make sure that the policy (s) still aligns with the clients’ goals. Life changes such as changes in employment, marriages, child...

Friday, February 6, 2026

When people think of an Insurance Agent especially one that sells life, long term care and disability they think of a middle-aged guy in a leisure suit or Alec Baldwin’s character in A Long Came Polly. That couldn’t be further from...

Friday, February 6, 2026

At the end of January and early February we all receive our tax forms from employment, business interests and investments. We receive the forms and wonder whether I will have to pay, or will I receive a refund? We look at what we can...

Monday, September 8, 2025

You’ve probably heard of the One Big Beautiful Bill Act, or something close to it. We’re calling it OBBBA, and while it may not directly rewrite retirement account rules, it could have indirect effects that impact your Roth conversion...

Friday, August 1, 2025

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new deductions, and significant spending changes across federal programs. Here are a few of...

Friday, August 1, 2025

I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known risk premia – value, momentum, quality, volatility, and size – and were...

Friday, August 1, 2025

My spouse, Jorvany, and I have two dogs: Max, a Terrier mix, and Nani, a Chihuahua. On July 4th, Jorvany left for a month-long trip to visit his family in Veracruz, Mexico. He took Nani with him, thinking it would be easier for me to...

Tuesday, July 8, 2025

What a whirlwind were the first two quarters of the year! If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P 500. Up 4% for core US bonds¹. Sectors that we have liked for a while,...

Tuesday, July 1, 2025

When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless of age, income, or assets...

Tuesday, July 1, 2025

A business owner's mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on...

Friday, August 2, 2024

Insurance Blogs Life insurance policies are incredibly detailed, and even a good policy might not cover everything you should know. Here are ten items every life insurance consumer should be aware of: • The Free Look Period: Every...

Thursday, August 1, 2024

Nowadays, it’s extremely rare to meet someone who hasn’t encountered a cyber scam, phishing attempt, or identify fraud of some kind. Unfortunately, it’s a reality that these types of threats are omnipresent and only projected to...