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Keeping Perspective When The World Gets Loud
We speak often about avoiding the noise, focusing on the long-term and the dangers of mixing emotions with investment decisions.

Greg Towner
20 hours ago2 min read


Monthly Viewpoint - March
Did this feel like the longest January ever? Between nonstop geopolitical headlines, market volatility and even the extreme cold and snow in parts of the country not accustomed to it, most were ready to turn the calendar.

Greg Towner
3 days ago1 min read


Parallel Portfolios - February Viewpoint
Did this feel like the longest January ever? Between nonstop geopolitical headlines, market volatility and even the extreme cold and snow in parts of the country not accustomed to it, most were ready to turn the calendar.

Greg Towner
Feb 21 min read


The 20 Minute Market Breakdown - What Really Matters.
In this episode Brian and Greg cut through all the noise to discuss what really matters to the market and more importantly to your personal financial success. We hope you enjoy! This episode of The 20 Minute Market Breakdown can also be found on: Apple , and Spotify .

Greg Towner
Jan 221 min read


Parallel Portfolios - January (2026) Viewpoint
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

Greg Towner
Dec 30, 20251 min read


5 Charts in 5 Minutes - Why Have Stocks Stalled Over The Past Few Months
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!

Greg Towner
Dec 16, 20251 min read


Parallel Portfolios - December (2025) Viewpoint
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

Greg Towner
Dec 1, 20251 min read


Parallel Portfolios - November (2025) Viewpoint
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

Greg Towner
Oct 31, 20251 min read


The 20 Minute Market Breakdown - Are We in a Bubble?
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 .

Greg Towner
Oct 18, 20251 min read


5 Charts in 5 Minutes - Fed Cuts and Market Signals
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...

Greg Towner
Sep 17, 20251 min read


Parallel Portfolios - September (2025) Viewpoint
What is it investors should do if market volatility picks up? We answer that and more in the September Viewpoint. Read the full viewpoint...

Greg Towner
Sep 2, 20251 min read


The 20 Minute Market Breakdown - Impact of Investor Behavior
A recent study illustrates the importance of not allowing emotions to impact your investing. We explain how we do that and also what is...

Greg Towner
Aug 22, 20251 min read


Parallel Portfolios - August (2025) Viewpoint
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...

Greg Towner
Aug 1, 20251 min read


5 Charts in 5 Minutes - Future Returns & Long-term Focus
What recent market strength tells us about future returns and more evidence for focusing on the long-term in this short video. Thank you...

Greg Towner
Jul 17, 20251 min read


Parallel Portfolios - July (2025) Viewpoint
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...

Greg Towner
Jul 2, 20251 min read


The 20 Minute Market Breakdown - Artificial Intelligence
Artificial Intelligence is both the present and the future. In this month's episode we discuss its impacts on investments and the...

Greg Towner
Jun 19, 20251 min read


Parallel Portfolios - June (2025) Viewpoint
Investors might be surprised of the stock markets return over the past seven months. We discuss that and a long-term way to beat...

Greg Towner
Jun 1, 20251 min read


5 Charts in 5 Minutes - Scary Headlines
Between tariffs and debt downgrades there are plenty of scary headlines. However, under the surface the market is starting to tell a...

Greg Towner
May 27, 20251 min read


Parallel Portfolios - May (2025) Viewpoint
Tariffs may be impacting financial markets and the economy in more ways than some realize. We discus that and more in the May Viewpoint....

Greg Towner
Apr 30, 20251 min read


The 20 Minute Market Breakdown - Ten Things to be Focused on Right Now
10 Things to Be Focused on Right Now: With financial markets extremely volatile and news changing seemingly by the minute Brian and Greg...

Greg Towner
Apr 10, 20251 min read
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