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Category: Investments

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What Are Trump Accounts? A Guide for Parents and Grandparents

July 15, 2026 | , ,
Trump Accounts are one of the newest savings options available for children—but are they right for your family? Learn how they work, who qualifies, how they're taxed, and how they compare to a 529 plan.
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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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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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Stick figure dragging a chain with a debt ball

What Debt, Deficits, and the Moody’s Downgrade Mean for You

May 30, 2025 | ,
Moody’s recent downgrade of U.S. credit has sparked fresh concerns about debt, deficits, and political gridlock. This piece breaks down what it means for investors—and why staying focused on long-term goals still matters most.
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Money with arrows going three different ways.

Market Volatility, Trade Tensions, and Investor Pessimism: What Really Matters

February 25, 2025 |
Market headlines are filled with concerns about trade tensions, investor pessimism, and economic uncertainty. History shows that market swings and negative sentiment often don’t reflect long-term investment outcomes.
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Bullseye target with money coins for 2025 market insights

2025 Market Insights

December 19, 2024 |
2024 brought strong market gains, steady growth, and easing inflation. As 2025 approaches, navigating high valuations, political shifts, and rate changes calls for balance and discipline. Discover five key lessons to stay confident and prepared.
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A button that says vote.

Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election

October 29, 2024 | , ,
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
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Percentage sign with arrow going down.

What Do Fed Interest Rate Cuts Mean for You?

September 29, 2024 |
The real impact of rate changes on markets and how understanding the why behind the Fed cuts is just as important as the cuts themselves. Whether it's the potential for volatility or long-term benefits for stocks and bonds, we’ll help you stay focused on the bigger picture.
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