The Patience Premium: What Market History Teaches Us
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors are asking right now. When the market takes a sharp turn, it’s only natural to wonder what comes next and how long it might take to feel confident in…
What the GDP Receipt Doesn’t Show
Recession alarm bells are ringing…again. The latest GDP report shows the economy shrank by 0.3%.1 That kicked off a flood of doomscrolling, scary headlines, and panicked selling. But before we jump to conclusions, let’s dig into what’s really behind the number. Because once you dive into the report, things get quite interesting. As a quick…
What’s Next for Markets and the Economy?
Markets have been on a roller coaster, and investors are asking:1 Is a bear market on the way? Let’s dive into what’s happening and what it might mean for your portfolio. What’s driving these market swings? In a word: uncertainty. Anxiety over a potential trade war is causing a significant shift in business sentiment, with…
What Clutter Does to Your Brain, Your Finances & Your Life
Did you know that your brain automatically reacts to clutter? It’s true. Clutter overstimulates the part of the brain responsible for processing information (the visual cortex).1 That tends to put our stress hormones (cortisol levels) into overdrive. When that happens, it’s much harder to focus on anything, and we can easily get distracted. That difficulty…
The Case for Calm: Being Still in a Turning World
By Dr. Daniel Crosby, Chief Behavioral Officer, Orion Rudyard Kipling’s If— offers a blueprint for calm and character in the face of chaos. In the poem, a father impartslesson: “If you can keep your head when all about you are losing theirs… yours is the Earth and everything that’swork was partly inspired by the real-life…
4 Mistakes That Can Cut Away at Generational Wealth
What mistakes can chip away at generational wealth? Believe it or not, they aren’t the same across each generation. For Baby Boomers, overlooking long-term care planning can drain retirement savings and place financial strain For Gen X, not prioritizing retirement savings can disrupt wealth-building and create future dependence on youn For Millennials, delaying investing could…
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