RECENT NEWS
- IRS Halts Most Taxpayer Services As It Furloughs Nearly Half Its Workers
on October 27, 2025 at 11:31 amTax filings and payments are still due and Criminal Investigation will stay on the job. But processing of refunds and amended returns will likely be delayed.
- Decision Fatigue Is Costing You Money. Take These Simple Steps to Beat It.on October 27, 2025 at 11:31 am
Learn how savvy entrepreneurs are using science-backed strategies — and even AI — to make fewer, smarter choices and reclaim their brainpower.
- Key Estate Planning Documents You Needon October 27, 2025 at 11:31 am
There are five estate planning documents you may need, regardless of your age, health, or wealth.
- The Era of the Illiquid Millionaire Is Hereon October 27, 2025 at 11:31 am
Almost one-fifth of US households have a net worth of more than $1 million, with one-third of them gaining that status since 2017. Most of that wealth is on paper, due to a soaring stock market and increasing real estate values, making America enter the Era of the Illiquid Millionaire.
- How to Decide If the Foundation of Your Estate Plan Should Be a Will or a Truston October 27, 2025 at 11:31 am
Everyone should have a will. But should the will or a trust control most of the assets in an estate?
Weekly Market Commentary
Key Pillars of the Bull and Bear Cases in 2025 | Weekly Market Commentary | February 10, 2025
Expected continued steady economic growth should enable corporate America to grow profits at or near a double digit pace in 2025.
U.S. Exceptionalism: Is It Still Intact? | Weekly Market Commentary | February 3, 2025
With China’s DeepSeek pressuring investors to take a closer look at the current environment of artificial intelligence (AI) development within the U.S., some are taking a moment to question the accuracy of a much larger idea — American Exceptionalism.
Is the Bond Market Worried About Inflation? | Weekly Market Commentary | January 27, 2025
The Federal Reserve (Fed) cut interest rates last September and, to date, the central bank has lowered rates by 1%. But over the same period, long-term Treasury yields are higher by 1% (per the 10-year Treasury yield).
New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025
As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.
Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2025
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.