Financial Knowledge

May 1, 2026

Technically Speaking – May

Long Term Resistance SP500:                  7,275 Long Term Support SP500:                         6615 then 6,390 We ended a strong...

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May 1, 2026

April has historically been one of the better months for sto

April has historically been one of the better months for stock market performance, but we suggested at the...

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May 1, 2026

Beyond Investment Returns: The Value of Wealth Management an

When many people think about a financial advisor, they often focus only on investment returns. While portfolio management...

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May 1, 2026

Seeing What We Want to See: Understanding Confirmation Bias

Markets have entered May at fresh all-time highs after one of the strongest months in several years. At...

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April 7, 2026

Spend More, Stress Less: How Financial Planning Unlocks a Be

For many people, retirement planning is framed around one idea: don’t run out of money. While that’s important,...

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April 7, 2026

When Headlines Take Over

Recent events in the Middle East have once again brought geopolitical risk to the forefront of the market...

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April 7, 2026

Technically Speaking – April

Technically Speaking: Long Term Resistance SP500:  7,010 Long Term Support SP500:         6550 then 6180 The markets ended the...

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April 7, 2026

For several months we have been noting stock valuations were

For several months we have been noting stock valuations were stretched and a 5% to 10% pullback could...

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March 2, 2026

January was the 9th positive month in the last 10 for the ma

January was the 9th positive month in the last 10 for the market.  We know trees do not grow...

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