Dear Valued Investor,
As the Iran conflict enters its second month, geopolitical stress continues to test investors. Historical stock market performance during
It rarely starts calmly.
A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.
And
Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.
It sounds reasonable. But research
March 4, 2026
Dear Valued Investor,
Joint airstrikes against Iran targeting high-value military installations to hinder Iran’s nuclear development efforts and
Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
Dear Valued Investor,
Other than the historic volatility in gold and silver prices, the biggest news for markets in January may have been the nomination of Kevin
Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
You know how life tends to throw in a few plot twists?
They don't ask if you're ready. They just show up—with potential financial consequences tagging along.
A
Dear Valued Investor,
LPL Research is pleased to present Outlook 2026: The Policy Engine. Their annual update offers a thorough analysis of the economy and
Some years pass quietly. 2025 wasn't one of them.
Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested
Dear Valued Investor,
Stock investors were rewarded for staying the course in November as broad stock market averages recovered from a mid-month dip to end near
Many people don’t regret being retired. They regret how they got there.1
“I wish I had saved earlier.”
“I didn’t think long-term care would matter.”
“I should’ve
