Financial Knowledge

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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October 6, 2025

We were reminded in September that history is only a guide a

We were reminded in September that history is only a guide and not an absolute.  September has traditionally...

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September 3, 2025

Preparing for a Lower Interest Rate Environment

The financial world is on the verge of a meaningful shift. Federal Reserve Chair Jerome Powell has signaled...

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September 3, 2025

Rolling 529 Plan into Roth IRA

Key Rules Eligible only for the 529 beneficiaryThe Roth IRA must be in the name of the person...

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September 3, 2025

Technically Speaking – August

Long Term Resistance SP500:  6525 Long Term Support SP500:   6350 – 6300 then 6125 then 6000-6050 Markets held...

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September 3, 2025

The rally that saw the S&P 500 jump more than 30% in jus

The rally that saw the S&P 500 jump more than 30% in just over 90 days continued in...

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