investment commentary

In the last several weeks, we have continued to face rocky times in financial markets, so we thought it was an important time to take stock again as we move

We're halfway through the year and it's time for us to share themes from those that focus on investments - LPL Financial, Blackrock, JP Morgan, Nuveen, etc

In this podcast episode, Ben and Adam discuss ways we can help to work through your emotions while the market is down. We explore why it's important to keep

This special podcast episode for A/B Conversations discusses the potential impact the Russian invasion of Ukraine may have on investments and financial planning

The stock market is off to a rocky start in 2022. How can we be opportunistic with a market that is flat or down? It's all about perspective! Listen to Ben

We are halfway through the year and thought this was a good opportunity to take a brief pause from all the financial planning conversations we've had and

The stock market is hitting all-time highs with fair regularity so far this year. And typically, all-time highs beget more all-time highs. But the question we

The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different

We’ve gotten a question or two about the GameStop stock trading frenzy of the last week or two. Luckily, not out of want or concern (we would

New year. New administration. Should you have the same old financial plan going forward? "Yup!" says Ben. Listen to Adam and Ben share perspective on how our