Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Dear Valued Investor,
Some of you may be surprised by the stock market’s recent strength, particularly with oil prices over $100 a barrel. To us, the amount of
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.
But what if the most expensive
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
