Financial Knowledge

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...

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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,...

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November 5, 2025

Technically Speaking – October

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

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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...

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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...

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October 31, 2025

Six Straight Months of Gains

September is traditionally a tough month for stocks and October has a bad reputation as it has been...

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October 6, 2025

Technically Speaking – September

Long Term Resistance SP500:  6800 Long Term Support SP500:   6350 then 6200 September is historically the worst month...

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October 6, 2025

Why Only 36% of Americans Have a Financial Plan and Why That

Only 36% of Americans have a written financial plan. The rest are moving through life without a clear...

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October 6, 2025

With markets pushing to new all-time highs, many investors f

Sebastian’s Strategy with Sebastian Borsini With markets pushing to new all-time highs, many investors face the classic behavioral trap of...

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