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Photo of a rocket ship on a graph going up to represent SpaceX IPO

Should I Invest in Upcoming IPOs?

June 11, 2026 |
Should you invest in SpaceX, OpenAI, or the next highly anticipated IPO? History suggests that chasing newly public companies isn't always the winning strategy. Learn how a disciplined, diversified investment approach can help you benefit from future innovators without relying on getting a single stock pick right.
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1040 tax forms

Are You Paying Too Much in Taxes?

May 1, 2026 | ,
Taxes feel higher as your income grows—but most high earners aren’t missing a secret loophole. The real opportunity lies in catching what’s overlooked and planning more intentionally.
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Oil prices

What $100 Oil Actually Means For Your Portfolio

March 30, 2026 | ,
When oil spikes and uncertainty rises, it’s easy to feel like something bigger is unfolding. Here’s how to make sense of it—and stay grounded in your plan.
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Currencies from different countries.

Should You Move Investments Outside the U.S.?

February 26, 2026 | ,
When uncertainty rises, it’s natural to question whether your portfolio should shift internationally. We walk through how we approach global diversification—and why steady allocation often matters more than headlines.
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Map of the world depicting geopolitical uncertainty

What Does Geopolitical Uncertainty Mean for Investors?

January 29, 2026 |
Geopolitical uncertainty is real—but reacting to it isn’t always wise. A perspective on markets, risk, and long-term investing.
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Image of advanced computer with human face

Are We in an AI Bubble?

November 21, 2025 | ,
Is the AI boom a revolution—or a bubble? In this short video, Uplevel breaks down the signals, the hype, and how to think clearly when the future feels noisy. Financial insight, minus the fear.
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