Newsletter & Blog
Our latest research and news.
For Investors and Olympic Athletes, Maintaining Discipline is Key to Reaching For The Gold.
This week, Steve and Travis discuss how focus, patience, and discipline can help Olympic athletes and investors alike.
read moreWhat Does Shark Week Have To Do With Inflation?
Absolutely nothing. This week, Travis and Steve discuss what's driving the current inflation spike.
read moreReduce The Complexity In Your Life, So Others Don’t Have To Later.
This week, Steve and Travis discuss why getting your financial affairs organized makes your life easier while reducing the burden on your loved ones.
read moreQuarter 2 2021 Market Commentary
Wealth isn’t about having vast sums of money; it’s about having a variety of options. The more flexibility you have, the less you need to know what happens next.
read moreFireworks, Hot Dogs, and Economic Growth.
This week, Steve and Travis discuss fireworks, hot dogs, and the spectacular growth of the U.S.A. since 1776.
read moreThe College World Series Is Back! What Can The Greatest Show On Dirt Teach Us About Investing?
This week, Steve and Travis discuss the return of the College World Series and how baseball's hidden lessons can help us invest.
read moreInvestment Tips For Dad On Father’s Day. Invest More Like Mom.
This week for Father's Day, Steve and Travis offer financial advice for Dads they might find surprising.
read moreDoes Your Teen Have A Summer Job? Help Them Build Sound Money Habits.
This week, Travis and Steve discuss ideas for teens, helping them develop healthy money habits early.
read moreAre You Considering A Private Placement? Here’s What You Need To Know.
This week. Steve and Travis discuss private investments and factors you should consider before investing.
read moreAs We Celebrate Memorial Day, Take a Moment to Pause and Reflect.
As summer kicks off, Steve and Travis reflect on Memorial Day's significance and the potential boom in summer travel.
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