BLOG POSTS + NEWS UPDATES

This year we ask you to make three investing resolutions that we believe will reduce your emotions and therefore improve your long-term financial picture. Find out in the January Viewpoint how that relates to the current market. Read the full viewpoint HERE

What factors are we focused on heading into 2026? Click the video and find out more. Thank you for watching and we hope you enjoy!

It seems everything is declared the best or worst ever immediately these days. Find out in the December Viewpoint how that relates to the current market. Read the full viewpoint HERE

With all that is happening in the world why have our Dashboard indicators not changed in months? That answer and more in the November Viewpoint. Read the full viewpoint HERE

That seems to be what the media and investors most want to talk about now. Having started our careers during the Dot-Com bubble we offer are unique perspective. We hope you enjoy! This episode of The 20 Minute Market Breakdown can also be found on: Apple , and Spotify .

The Fed has started to cut rates. This month we discuss that and an interesting study on what the past five months might mean for future...

What is it investors should do if market volatility picks up? We answer that and more in the September Viewpoint. Read the full viewpoint...

A recent study illustrates the importance of not allowing emotions to impact your investing. We explain how we do that and also what is...

We are entering what has historically been a volatile period of the year. Find out our advice and more in this month's Viewpoint. Read...

What recent market strength tells us about future returns and more evidence for focusing on the long-term in this short video. Thank you...

The first half of this year is a great example of why we emphasize several messages frequently. Find out what those are and what we think...

Artificial Intelligence is both the present and the future. In this month's episode we discuss its impacts on investments and the...

Investors might be surprised of the stock markets return over the past seven months. We discuss that and a long-term way to beat...

Between tariffs and debt downgrades there are plenty of scary headlines. However, under the surface the market is starting to tell a...

Tariffs may be impacting financial markets and the economy in more ways than some realize. We discus that and more in the May Viewpoint....

10 Things to Be Focused on Right Now: With financial markets extremely volatile and news changing seemingly by the minute Brian and Greg...

Market volatility has caused a notable shift in sentiment. Find out our thoughts on that and more in the April Viewpoint. We hope you...

Market volatility has picked up. In this episode of 5 Charts in 5 Minutes, Greg talks about what is impacting markets and how you should...

The market and consumers are very focused on tariffs. We discuss that and what to do in times like these. We hope you enjoy! Read the...

Everyone is asking about tariffs, so we start with that and explore  AI, growth versus value and an aging population. We hope you enjoy!...