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April 2026 Investment Commentary

The initial outlook for the year reflected a sense of optimism as investors anticipated moderate U.S. economic growth alongside strong corporate earnings and global stability.
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April Newsletter: April vs. October Tax Deadlines

Confused about tax extensions? Learn the difference between April 15 and October 15, when an extension makes sense, and how it impacts your financial strategy.
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April Newsletter: Update on the Middle East

An update on Middle East tensions and their impact on markets, inflation, and global economies, plus what investors should (and shouldn’t) worry about.
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March Newsletter: Tax Scams

Tax scams are becoming more sophisticated. Learn how to spot common tax-season scams to help protect your financial information.
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March Newsletter: Women and Wealth

Women are controlling more wealth than ever. Learn how the rise of female breadwinners and business owners is reshaping financial planning and investing strategies.
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March Newsletter: Middle East Escalation and Your Portfolio

An update on escalating tensions in Iran and the Middle East, market impacts, oil price volatility, and how long-term investors can stay disciplined during geopolitical…
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February Newsletter: Lent and Finances

Learn what Lent is and how a 40-day reset can improve discipline and long-term financial flourishing, even if you’re not religious.
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February Newsletter: File Taxes Now or Wait?

For investors, filing fast isn’t always filing smart. Here’s how timing your return can make a real difference.
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February Newsletter: Honoring Black History Month

Learn why economic empowerment and diversity matter to long-term investors, and how inclusive growth can influence performance, resilience, and risk.
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January Newsletter: Mentoring Matters

This National Mentoring Month, learn how financial advisors serve as mentors by supporting your journey with confidence.
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January 2026 Investment Commentary

In Q4, one of the most surprising and strongest-performing asset classes was precious metals.
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January Newsletter: New Year’s Resolutions

Learn why resolutions matter and how to turn good intentions into a financial plan that lasts beyond January.
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