Blog
A Few Thoughts On AI
The AI boom is real, but it’s getting fragile. Nvidia keeps crushing earnings, yet growth is slowing, and the whole AI economy rests on a tiny group of buyers. Ride the wave—just don’t bet your future on one story. Find your balance.
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The Range of Risk
Last week, the Fed gave markets what they wanted—a second 25 bps rate cut this year—but Chairman Powell’s comments quickly dampened hopes for another in December. Markets wobbled as stocks, rates, and bonds recalibrated. Amid the noise...
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The Tight Rope
The market is a strange animal. It sprints when it should catch its breath and shrinks when boldness would serve it best. Today, stocks perch at record heights. Seven names—those “Magnificent 7” you hear so much about—make up more than...
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Out of Favor, Not Out of Time
Small stocks have lagged before, sometimes for years, and then the wheel turned. Market leadership runs in cycles, and history demonstrates that once conditions shift, the most neglected asset classes often have the most to give.
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When Privates Go Public — in Your 401(k)
In the early decades of the 20th century, owning stocks was for gamblers, not for the average saver - exciting to talk about, but no place for a family's savings. Regulation was thin, disclosure thinner. Bank trust departments with...
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The Question to Answer Now
If you owned a stock that was cut in half tomorrow, would you hold, buy more, or sell in a panic? That's the question to answer now—before the market answers it for you. Today, the world is in a mood. Nearly a quarter of global stocks...
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More Data, Less Peace
Back in 2001, Steve Jobs slipped a thousand songs into our pockets and, with them, a new era. He couldn't have known it was only the start. Before long, our pockets were brimming with more than music—news, social media, bank accounts,...
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On The Long Haul
Every investment advisor has said it: Stay invested. Think long-term. And the data backs it up — the longer you stay in the market, the better your odds of success. Time smooths out the noise, rewards discipline, and amplifies the...
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A Simple Question
Investing is a bit like life in the Midwest—long stretches of calm punctuated by sudden, violent storms. Most days pass without much notice, but occasionally, the wind picks up and rattles the shutters. Markets behave the same way:...
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Fewer Ways to Win
There’s trouble in the air for the common investor. The field has narrowed. Once, the public markets teemed with possibility—more than 8,000 companies to choose from in the mid-1990s. Today, that number has dwindled...
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Universal Truths
At an Amazon shareholder meeting in 2007, Jeff Bezos offered a bit of well-aged wisdom. He said, "People often ask what will change in the next ten years?" But almost nobody, he noted, asks the subtler, wiser question: "What won't change?"
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Hold Steady
People dislike losses twice as much as they enjoy gains. This lopsided fear of losing money makes investors uneasy when markets turn turbulent. Lately, concerns over tariffs have knocked the S&P 500 down 8%. Over the past year, though..
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A Pound Of Cure
Market volatility can be stressful—especially in retirement. The Bucket Strategy helps secure your income while positioning for growth. Stay confident, stay invested, take control of your financial future. Learn how it works! 👇 Read more.
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