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Another Strong Quarter
A summary of the US economy, a look at artificial intelligence, plus news about safe withdrawal rates and IPOs.
August’s Top Personal Finance News
Stocks rose last month, while inflation appears to be increasing. The real estate and job markets also look to be slowing.
July’s Top Personal Finance News
A new tax bill, why the stock market might perform poorly in August, a look at inflation, and the real estate market.
Second Quarter Market Commentary, 2025
Markets soared on tech-fueled optimism. But much uncertainty remains.
A Strong Second Quarter, with a Shaky Start
Topics include: Investment markets, real estate, and the intersection of jobs and AI.
The Top Financial News from May, 2025
A review of the stock market, real estate market, and a reminder from “The Millionaire Next Door.”
Foreign Investors Are Avoiding America
International markets outperforming, the decline of the dollar, and other top news from April.
Direct Indexing: Taking Index Investing to the Next Level
An overview on how direct indexing can provide customization and tax benefits.
Tariff Policy is Driving Volatility + March News
What to do as investors try to make sense of tariff’s.
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