Second Quarter Commentary

Second Quarter Commentary

If there was one word to describe the second quarter, it would be resilience.  Markets had plenty of reasons to be unsettled. Geopolitical tensions in the Middle East, fluctuating oil prices, ongoing inflation concerns, and uncertainty surrounding interest rates all...
Managing Your Monthly Money Leaks This Year

Managing Your Monthly Money Leaks This Year

Spending on non-essential services can hinder your wealth-building efforts From streaming services and gym memberships to AI assistants and meal kit deliveries, the modern economy thrives on subscriptions. While these recurring charges offer convenience, they can also...
Dating, Marriage & Money: Must-Have Chats

Dating, Marriage & Money: Must-Have Chats

Money is one of the leading causes of relationship stress, yet many couples avoid financial discussions until problems arise. Whether you’re dating, engaged, or married, having transparent financial conversations is key to long-term success. TALKING MONEY WHILE DATING...
First Quarter Commentary

First Quarter Commentary

The first quarter of 2026 was marked by heightened volatility driven by geopolitical developments that unfolded more abruptly than anticipated. Equity markets declined during the period, with the S&P 500 down 4.37%. A significant driver of market weakness was the...
TOP 3 MISTAKES TO AVOID AS 1ST TIME HOME BUYER

TOP 3 MISTAKES TO AVOID AS 1ST TIME HOME BUYER

How to steer clear of the top 3 mistakes made by 90% of new homeowners Purchasing your first home is an exciting milestone, but it’s crucial to approach it with caution and a clear understanding of the potential pitfalls. Recent studies have shown that a staggering...