Vance Howard notes that “cup-and-handle formations don’t appear in weak markets — they tend to form when leadership is quietly setting up for the next breakout.

With interest rates recently dropping to some of the lowest levels we’ve seen in four or five years, I’ve been getting a lot of questions: Should I buy right now? Should I refinance?

There’s been a lot going on in the world lately, and I’ve had some clients asking about the recent market volatility, so I put together a short video to share some perspective

AI fatigue is setting in, but Vance Howard says that cooling hype could actually open the door to new opportunities for disciplined investors.

Several clients have been reaching out recently with questions about tax documents and timing for filing, so I wanted to resend a short video I recorded about a month ago that walks through the key things to keep in mind this time of year.

Friends can bring out the best in us. But sometimes they can also bring out the worst. Especially when it comes to overspending on social occasions.

The market has weakened and so has the HCM-BuyLine®, but it is still positive and as we always say, when the HCM-BuyLine® is positive all pullbacks should be considered buyable.

Feb Update PIREP With the recent market [...]

How Financial Health and Emotional Resilience Go Hand-In-Hand [...]

Trump, Trade Wars, and Icebergs: Why We Think This [...]