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January 15, 2026
PG Stock and Midterm Election Year
Midterm years have historically been challenging for the broader market, yet PG stock has often…
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January 15, 2026
January 2026 Retirement Times
From upcoming rules on paper statements and electronic disclosures to new insights on why many…
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January 14, 2026
Winter 2025 Investor Letter: A Broadening Market
Just as the investment theme in 2024 was centered on the Magnificent 7 group of stocks, this carried over into most of 2025. This past year this same group of…
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January 12, 2026
Markets in a Minute - Fed Dependance
Week Ending January 9th; Markets started strong for the first full trading week of 2026, with positive economic reports driving returns.
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January 7, 2026
The Hidden Shift Wealth Creates in the Next Generation
How to turn an estate plan into a legacy plan that keeps your family united.A follow-up to HORAN…
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January 5, 2026
Markets in a Minute - Madur-OUT
Week Ending January 2nd; Happy New Year! Global investment returns were mostly positive in 2025.
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January 1, 2026
Dogs of the Dow Beat Market in 2025
Out of the ten stocks that were the Dow Dogs in 2025, only one generated a negative return and that stock is Procter & Gamble (PG), down -12.25% in 2025. For…
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December 24, 2025
If Santa Claus should fail to call, Bears may come to Broad and Wall
It is that time of year that the old maxim stated in the title receives a great deal of focus and attention. The title references the Santa Claus Rally (SCR)…
If Santa Claus should fail to call, Bears may come to Broad and Wall Read More
December 19, 2025
Retirement Meditation #52: What is a prohibited transaction?
After rejecting significantly increased costs from a decades' long corporate service provider, …
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December 15, 2025
Markets in a Minute - Too Cold
Week Ending December 12th; US Large Cap stocks underperformed, while US Small Cap stocks race to close the gap in YTD relative performance.
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December 13, 2025
Strength Seen in Small Cap Equities
With much of the discussion over the last few years has centered around the Magnificent 7 stocks and artificial intelligence (A.I.), a broadening market…
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December 10, 2025
Retirement Meditation #51: What’s your intended retirement age?
“Buddy” started contributing into his organization’s retirement plan as soon as he became eligible,…
Retirement Meditation #51: What’s your intended retirement age? Read More
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