SpaceX: The Largest IPO in History
SpaceX may become the largest IPO in history, but does the valuation justify the risk? A fiduciary examination of revenue, losses, scarcity, index demand, and investor expectations.
Category Financial Insights & Market Updates
Get timely financial insights and market updates that help you stay ahead of the curve. This category covers economic news, interest‑rate changes, inflation data, and regulatory developments that shape investment decisions. Our fiduciary experts break down complex trends into clear, actionable analysis so you can understand what’s happening in the markets and how it affects your portfolio.
Navigating Uncertainty Without Overreacting
A Long-Term Perspective in a Time of Global Tension War, rising geopolitical tensions, and shifting global alliances naturally raise questions: Rather than reacting to headlines, it’s worth stepping back and looking at the broader patterns shaping today’s environment. This is…
What History Tells Us About Markets During Times of Conflict
When global events turn uncertain, it’s natural to feel concerned about what comes next for the markets. Headlines can create a sense of urgency, even panic. But history offers a broader perspective, and one that’s worth paying attention to. Markets…
Recession Dopamine Nonsense
Recession Imminent? Nonsense! Financial media just can’t get addicted enough to thoughtless prognostications. Recession forecasts are the Click-bait eyeball catcher du jour. Let’s break this down. And while we’re at it we’ll talk about inflation, inverted yield curve as a…
How to invest now including new Moneygrow developments
With down markets and horrors in world news, what are you doing to mitigate risk and address safety, rising interest rates, and inflation? We are pleased to announce, if you have a retail account(s) at Schwab, or TD Ameritrade and realize you need professional guidance, we have…
Update Your Estate Plans
Please, let this serve as a reminder to update your Estate Planning, Wills, Trusts, Powers of Attorney, and other documents in your collection of “Ultimate Plans.” As we all know, we’re not getting any younger, so let’s talk about doing…
Avoid Dumb | Embrace Smart
Smart Investment Practices, Hedging Inflation This blog contains the professional investor’s perspective about how to and how not to trade this market. What Investors Can Glean From FBI Active Shooter Training If, God-forbid you were in a location where an…
No Pain No Gain Ukraine
Historic Geopolitical Tensions and Expectations We do not buy into the narrative that a new European war is inevitable, but this is not a moment to leave you guessing about our preparedness, and where we stand portfolio-wise. What is our strategy as…
Financial Advisor or Cog in a Profit-Driven Machine?
You have a “relationship” with a Financial Advisor but, who and what is actually driving this affair?
This lady can't tell the difference between a Financial Advisor and a Registered Investment Advisor. She's ready to get help.
What are Financial Advisors’ real motivations?
Robo-Advisors are Flawed and Here’s Why It’s official. Robo-Advisors are now a thing!
Oh, the sheer marvel of it… here’s a cut-rate automated asset management solution! What could be better than that? We suggest a human being? Seriously! Here’s why: Wall Street loves to bypass responsibility for your outcome Do you want to…