Financial Knowledge

January 6, 2026

December is historically a good month for stocks

December is historically a good month for stocks with the S&P 500 closing higher more often than any...

Read More
January 6, 2026

Technically Speaking – January

Long Term Resistance SP500:  6950 Long Term Support SP500:   6545 then 6350 The markets ended 2025 volatile with...

Read More
December 4, 2025

We have been reminded over the past couple of months

We have been reminded over the past couple of months that history is a guide and not an...

Read More
December 4, 2025

Technically Speaking – November

Long Term Resistance SP500:  6920 Long Term Support SP500:   6550 then 6350 The markets had a volatile November,...

Read More
December 4, 2025

New Year, New Positioning: Avoiding Recency Bias in Your Por

As we move toward a new year, many investors feel pressure to reposition their portfolios based on whatever...

Read More
December 4, 2025

Staying Aligned With Your Risk Tolerance

Understanding your risk tolerance is one of the cornerstones of successful long-term investing. But just defining it once,...

Read More
November 5, 2025

Technically Speaking – October

Long Term Resistance SP500:  6920 Long Term Support SP500:   6550 then 6350 October continued the positive trend with...

Read More
November 5, 2025

When Gains Give Back: Understanding Loss Aversion

After an exceptional year in the markets, it’s natural to feel uneasy as we see portfolios give back...

Read More
November 5, 2025

Tis The Season For RMDs (Required Minimum Distributions)

What Are RMDs? RMDs are mandatory withdrawals from tax-deferred retirement accounts, like traditional IRAs and 401(k)s, once you...

Read More

Stay up to date with our newsletter