What Could Go Wrong? Avoiding Retirement Disaster by Using Inverted Thinking
We have a friend who, before making a major purchase, will google "problems with (name of item)." He's discovered that even the most highly rated products and services come with problems and trade-offs. Knowing what they are beforehand allows him to either plan for the problems or decide not to make the purchase at all.
Markets & War: What Investors Should Know
Global tensions have escalated following the conflict in Iran, and investors are feeling the ripple effects. In this timely conversation, Ryan shares perspective on how markets typically respond to war, why uncertainty creates volatility, and why emotional decision-making can be costly. While headlines quickly shift from one crisis to the next, the core principles of investing remain the same: discipline, patience, and long-term thinking.
Wealth Watch: Cups, Handles, and Chips: Serving Up the Next Breakout
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.
The Pros & Cons of the New Trump Savings Accounts
On the surface, Trump Accounts look like a win: free money for newborns, long-term investing, and a built-in head start toward adulthood.
Should I Buy? Should I refinance?
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?
15% Tariff and Future Uncertainty
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
