08/18/2025
Second Opinions in Wealth Management: A Smart Investor’s Tool
In healthcare, legal matters, or major purchases, second opinions are not just…
08/19/2025
Market Returns July 2025
S&P 500: +2.2%  S&P 500 Equal-Weight: +1.0%  Dow Jones:  +0.2%  Nasdaq: +3.7%  …
07/16/2025
The One Financial Habit Every High-Income Professional Should Build
For high-income professionals, income alone is not enough to ensure long-term success….
07/21/2025
Market Returns – June 2025Â
S&P 500: +5.0% S&P 500 Equal-Weight: +3.2% Dow Jones: +4.3% Nasdaq: +6.4% …
06/24/2025
Economic & Policy Highlights
Interest Rates & Fed Outlook – Fed held rates steady at 4.25–4.50%…
06/19/2025
Monthly Market & Economics Summary – June 2025
Market Returns (May – June 2025) – S&P 500: +1.66% price return in…
05/15/2025
The Housing Market Through the Eyes of the Younger Generation
Household income over the last several years has not kept pace with…
05/15/2025
May 15, 2025 – Market Wrap-Up
Year-to-Date Returns (as of May 14th, 1 pm, 2025) Delinquencies on the…
05/08/2025
Market Wrap-Up, May 8, 2025
Year-to-Date Returns (as of May 7th, 1 pm, 2025) The Federal Reserve…
05/01/2025
Market Wrap-Up: May 1, 2025
Is Recession Around the Corner? Year-to-Date Returns (as of April 30th ,…
