The Laughing Stocks

The current obsession with overvalued stocks is misplaced and potentially harmful. Here are Bryan’s thoughts on the future of investing.

Time for a Big Summer Market Update

The markets this year have been a bit like flying a plane — let’s see how accurate this analogy actually is.

Making a Cup of Coffee

If you’re like many people, chances are you will wake up on Labor Day and make yourself a cup of coffee. But what happened to get that cup-of-joe into your hand? Labor.

Monthly Client Update – August 2023

S&P 500 and Dow Jones Trade within 5% of their all-time closing highs

Five Big In-Retirement Money Mistakes – And How to Avoid Them

Errors we make with our money during retirement can jeopardize the careful planning we did during our working years. This month’s Flash Report looks at some of those key mistakes as well as ways to sidestep them.

What are the Pros and Cons of Investing Apps?

What can investing apps do to help you reach your goals? Here are the pros and cons of apps and how they might be able to help you reach your goals.

It’s Time to Address the Financial Literacy Problem. Here’s How.

Americans’ ability to understand basic financial concepts and put them to use in their lives has fallen to historic lows. This month’s Flash Report offers advice on key financial concepts.

Preparing for Your Child’s Financial Independence — A Blueprint

What steps have you taken to secure your child’s financial future as they embark on their independent life? There are several crucial financial considerations to keep in mind.

What are Bond Yields and Why do They Matter?

We’ve been answering the questions many investors are afraid to ask and we’ve finally come to “yield”. What is it? How is it calculated? And how much attention should you give it? We’re going to break it down for you.

Founding Mothers

Have you ever wondered about the women of the American Revolution? Surely there were women who fought and labored for independence. What about the Founding Mothers?

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