Wealth Management Insights & Trends

November 19, 2025

Mixed Market Sentiment in an Improving Economy

Even with the recent market pullback the S&P 500 Index remains 12.5% higher on the year. The recent pullback represents only a -3.97% decline from the high…

November 17, 2025

Women & Wealth: Your Voice, Your Legacy

A perspective for families—and the women leading them—on how to strengthen unity and legacy across…

November 10, 2025

Markets in a Minute - Gales of November

Weeks Ending November 9th; As the weather in the mid-west whipsaws market volatility increased.

November 3, 2025

Markets in a Minute - Artificial-(ly Expensive) Intelligence

Week Ending October 31st; US markets continued to climb higher as Mag 7 earnings avoid a market scare.

October 29, 2025

Retirement Meditation #49: Should my retirement plan have an oversight committee?

Just over ten years ago, I met with a CPA who specialized in audits of nearly 200 retirement plans…

October 27, 2025

Markets in a Minute - Another AI Chip

Author: Zac Martin, Investment AssociateWeeks Ending October 24th – Another AI Chip Consumer…

October 20, 2025

Markets in a Minute - Cockroaches

Weeks Ending October 10th & 17th; As the Government remains in shutdown, Wall Street picks up the slack with Q3 earnings.

October 14, 2025

Fall 2025 Investor Letter: A.I., Jobs, and the Fed

The dog days of summer for 2025 saw a continuation of the market’s rally off the April lows, following the volatility brought on by the tariff announcement or…