Stay informed on market trends, retirement planning strategies, and behavioral finance insights from our expert team.
- Bitcoin, Gold & Market Volatility: What Advisors Need to Know About Client SentimentWhat are clients really talking about with their financial advisors right now? And what does that tell us about where markets are headed? In the… Read more: Bitcoin, Gold & Market Volatility: What Advisors Need to Know About Client Sentiment
- Why Starting Early Builds Retirement Confidence (Not Just Bigger Balances)
When people think about retirement planning, they often focus on account balances. How much have I saved? Am I behind? Am I on track? Recent… Read more: Why Starting Early Builds Retirement Confidence (Not Just Bigger Balances) - Retirement Savings Under 35: What the Data Says—and What Actually Matters
Recent data on retirement savings for Americans under age 35 paints a mixed picture. Participation is improving, but balances remain modest for most households. Headlines… Read more: Retirement Savings Under 35: What the Data Says—and What Actually Matters - How Much Should You Have Saved for Retirement by Age 35–44?
How Much Should You Have Saved around age 40? In your 30s and early 40s often comes with competing financial priorities — from housing costs… Read more: How Much Should You Have Saved for Retirement by Age 35–44? - The Hidden Costs of Aging in Place: What Baby Boomers Need to Know
The Hidden Costs of Aging in Place: What Baby Boomers Need to Know As featured in Straight Arrow News The housing market has a baby… Read more: The Hidden Costs of Aging in Place: What Baby Boomers Need to Know - The Retirement Spending Smile: Why You Might Need Less Than You Think
One of the biggest fears I hear from clients is running out of money in retirement. It’s why many people over-save, work longer than… Read more: The Retirement Spending Smile: Why You Might Need Less Than You Think - What Happens Next? Why “What Goes Up” Doesn’t Apply to Markets
After Q3’s stellar performance, I’m hearing the same concern: “What goes up must come down.” Here’s the thing: that’s physics, not finance. Isaac Newton discovered… Read more: What Happens Next? Why “What Goes Up” Doesn’t Apply to Markets - Q3 2025 Market Review: From Panic to Records
After a tumultuous start to 2025 with April’s tariff shock, the third quarter delivered something few expected: one of the strongest market rallies in recent… Read more: Q3 2025 Market Review: From Panic to Records - Tariffs and Market Volatility: What It Means for Your 401(k) and Retirement
- The Overnight Stock Market Secret
By Eric T. Ludwig CFP® Published 4/8/2020 QUESTIONS: When does the stock market move the most: when it’s opened, or closed? During the pandemic crash,… Read more: The Overnight Stock Market Secret - November 2018 Market UpdateIn this video we discuss: • How rate changes and Federal Reserve Jay Powell’s comments have impacted markets in November. • Current Market Valuations and… Read more: November 2018 Market Update
- Mid-term elections 2018. What stocks will do next