More Than Market Commentary.

Two parents, same situation. One retirement date moved. The other didn’t budge.

A job move, liquidity event, bonus, or other personal change may be more relevant to your financial plan than the day's biggest headline.

If your portfolio was built around your timeline and needs, the market reaching a record doesn't change the reason you built it.

Midterm elections are important for the country, but it's important to separate politics from investing.

Over the past several weeks, markets have reminded us, quickly and uncomfortably, that investing does not move in straight lines. The S&P 500 has entered a technical correction, declining more than 10 percent from recent highs. While never pleasant, this type of move is both normal and necessary when investing in risk assets. Viewed in context, the recent pullback looks far less extraordinary: 2023: +24.23% 2024: +23.31% 2025: +16.39% 2026 year to date: -5.38% After a three-y

Markets have been choppy lately — and if you've been paying attention, you know why. Oil prices have climbed back above $100 a barrel, which tends to slow economic growth and nudge inflation higher. Add in ongoing questions about Federal Reserve interest rate policy and whether stock valuations have gotten ahead of themselves, and it's easy to see why investors are checking their portfolios a little more often than usual. But here's the thing: a well-built portfolio isn't sup

Tax laws are confusing and every year, Congress seems to think we need a few more changes to keep things interesting. In 2026, there are some updates you'll want to know about, especially around retirement savings and deductions. Here's the thing: if you're over 50 and doing well financially, these changes are worth understanding now and not in November when you're scrambling before year-end. New rules for retirement "catch-up" contributions One of the bigger changes affects