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December 1, 2025
Markets in a Minute - Turkey Rally
Week Ending November 21st & Week Ending November 28th; Markets rallied from November lows as the Christmas shopping season begins.
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November 30, 2025
Lucky 7's in a Broadening Equity Market
With eleven months of the year behind investors, 2025 has been a rewarding one as most investment categories have generated positive returns. The S&P 500 Index…
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November 28, 2025
Dogs of the Dow Continue Outperforming Broader Market
he Dogs of the Dow investment strategy continues its winning streak in 2025. Through the end of November, the year-to-date total return of the Dogs of the Dow…
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November 24, 2025
A Stock Buyback Strategy Can Provide Balance
Over the course of the last three years much of the return in the equity market has been generated by the so-called Magnificent 7 stocks. This had led to the S…
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November 19, 2025
Retirement Meditation #50: What is the role of a retirement plan committee member?
When “JoAnn” accepted an internal promotion to CFO, she also accepted appointment to become a…
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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…
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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…
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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.
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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.
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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…
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October 27, 2025
Markets in a Minute - Another AI Chip
Author: Zac Martin, Investment AssociateWeeks Ending October 24th – Another AI Chip Consumer…
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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.
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