blog
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.
Monthly Financial News – February 2025
Views on the tariff situation, market volatility, and the top stories and themes from February.
Homeowners & Renters Insurance: Is Your Coverage Enough?
In light of the recent fires in Los Angeles, we’re sharing our guide for homeowners and renters.
Lower Returns Ahead?
A look at why, from an investment perspective, the next few years may not be as good as the past two years.
Subscribe
Join Our Newsletter
Sign up to receive an email when new articles are posted.








