Signals and Noises at the End of the Year
2025 has been a very noisy and volatile year as a new administration shook up economic policy, the AI-spend stretched valuations and consumer confidence fell off a cliff. As we head into the home stre...
8 Dec 202520min
The Most Important Charts in the Market Right Now
It may be a headline driven market but the charts and patterns inside the capital markets always tell the truth. We go inside the most important charts, patterns and formation in technical analysis wi...
1 Dec 202531min
The Power of the Plan in Family Finances
Family finances can be complicated by emotions and expectations. That's why having a solid financial plan that starts with good communication is paramount to creating the right foundation for building...
26 Nov 202527min
Ripping Through a Risk Reversal
The Risk-Off trade has taken over bringing the pain to the biggest and most widely held stocks in the market proving, as the legendary Jimmy Cliff sang, “ The harder they come, the harder they fall.” ...
24 Nov 202534min
Slip-Sliding Through Sector Rotation
The cold winds of volatility have been blowing through the markets leaving many to question the durability of this bull market. Is this just good old fashioned sector rotation, or the beginning of the...
17 Nov 202533min
Separating Facts vs. Feelings as Investors
Investors can’t help but feel like the stock market might be riding on the thin skin of a bubble, but the facts will tell us that even if we are, it doesn’t mean we should not expect more strong retur...
10 Nov 202539min
What Really Caused the Stock Market Crash of 1929?
Rampant speculation, a divided Federal Reserve, big companies making big bets, and geopolitical instability. Sound familiar? That’s exactly the environment that led to the biggest stock market crash i...
3 Nov 202542min
Playing Offense and Defense in Q4
A potential tariff truce between the U.S. and China has stocks hitting new highs around the world despite the ongoing government shutdown and a slowing labor market. The Fed may try to stem the slowdo...
27 Okt 202530min
