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January 20, 2026
Markets in a Minute - The Tariff Cycle
Week Ending January 16th
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January 20, 2026
Setting 2026 Financial Goals
2026 is a natural time to revisit your financial goals. In Setting 2026 Financial Goals, we explain…
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January 19, 2026
Navigating the Fog: 2026 and Timing the Market
Historically one of the challenges facing investors was gaining access to financial and market data to help one in their decision-making process. This has come…
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January 18, 2026
Investor Sentiment Measures Nearing Elevated Level
Investors in stocks have enjoyed favorable returns across many asset classes over the last three years. The S&P 500 Index's 3-year annualized total return as…
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January 17, 2026
Small Caps are Leading the Way
I have written articles on this blog over the past year or year and a half about small company stocks beginning to receive investor attention as they began to…
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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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