Newsletter

For decades, U.S. Treasury bonds were regarded as among the safest of investments—so reliable, in fact, that they came to be viewed as the foundation of the global financial system.But today we are facing an environment where those old assumptions may no longer hold...

When we think about estate planning, most of us naturally focus on financial accounts, property, and family heirlooms. Often overlooked, however, are the digital assets that increasingly carry so much personal, financial, and emotional value. These may include: Online...

A difficult truth in life is that if we are never wrong, we probably aren’t trying hard enough. There is comfort in sticking with what we know and in reinforcing our assumptions rather than questioning them. Psychologists call this confirmation bias: the inclination...

Among last week’s headlines, two very different stories stood out. The first was impossible to miss: a nearly $1.8 billion Powerball jackpot finally found winners in Texas and Missouri. Big lottery wins always dominate attention—after all, who doesn’t like to imagine...

As summer draws to a close, we’re reminded how quickly life moves. Economic reports shift week to week, headlines swing between optimism and caution, and the rhythm of the seasons keeps marching forward. It’s tempting to wait for the “perfect” time—whether to invest,...

I wanted to touch base with you about the recent pullback in AI-related technology stocks. After an extraordinary amount of money invested in the sector these past two years, many investors are now questioning whether current valuations reflect long-term potential....

In the world of finance and investing, we often talk about numbers, trends, and strategies. But equally important to long-term success is a quality that doesn’t appear on balance sheets: humility. Recognizing what we know and—perhaps more importantly—what we don’t is...

I hope your summer’s been full of sunshine, slower moments, and maybe even a few adventures.The markets have had their own kind of adventure lately — big drops earlier this year, and then a bounce back not long after. Swings like these can leave us feeling anything...

We all have a unique relationship with time—some of us thrive on precise schedules; others adapt fluidly as life unfolds. This individuality shapes not just our calendars, but how we approach decisions, prioritize responsibilities, and manage change. Our relationship...

I wanted to share some perspectives on the dangers of FOMO (the Fear Of Missing Out) and why discipline remains your greatest ally.History offers stark reminders of FOMO’s perils. Consider the Dutch Tulip craze, when speculation sent tulip prices to irrational...