Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Jun
5
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May Market Commentary
May Market Commentary After a sluggish March and April, May delivered a strong rebound for equities, with the S&P 500 (1) and NASDAQ (1) posting...
May
9
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April Market Commentary
April Market Commentary April was a month that felt longer than 30 days. It opened with a jolt and closed with cautious optimism, bookended by...
Apr
28
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Generational Wealth: How to Start the Conversation with Your Children
Generational Wealth: How to Start the Conversation with Your Children Whether your wealth is entirely self-made, partially inherited, or fully passed down through generations, preparing...
Apr
11
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March Market Commentary
Market Update: Market Sell-Off on U.S. Tariff Policy Change and Its Investment Implications On April 2, 2025, the U.S. government announced a sweeping change to...
Mar
19
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Protecting Yourself from Tax Identity Theft This Tax Season
Protecting Yourself from Tax Identity Theft This Tax Season Tax season is a prime time for identity thieves to steal sensitive financial information and commit...
Mar
14
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February Market Commentary
From Optimism to Uncertainty What began as market enthusiasm for a pro-business environment under the Trump administration—fueled by expectations of corporate tax stability, deregulation, and...
Mar
11
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January Market Commentary
The Trump Whirlwind and Tariffs The market story of 2025 isn’t just about numbers, it’s about the whirlwind coming out of the White House. President...
Mar
10
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Retirement Planning for Physicians: Building a Secure Future for You and Your Practice
Retirement Planning for Physicians: Building a Secure Future for You and Your Practice As a physician and business owner, you’ve dedicated your career to taking...
Mar
5
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Money with Murphy – Why Bonds Matter Now
After a rough period for stocks, bonds are proving their value in portfolios once again. While market uncertainty has dragged equities down, the Bloomberg U.S....
Feb
25
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Markets in a Minute: Stock Returns for the Next Decade, Extrapolation Bias, and Opening Day
Stock Returns for the Next Decade, Extrapolation Bias, and Opening Day Key Takeaways The returns for the largest US stocks over the last 10 years...
Feb
11
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Markets in a Minute: Reading Between the Numbers – Corporate Earnings and Investor Sentiment
Reading Between the Numbers: Corporate Earningsand Investor Sentiment Earnings reports for last year’s fourth quarter are rolling in, and overall, they’re shaping up nicely. If...
Jan
28
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Markets in a Minute: Executive Orders, Immigration, and Inflation – Trump’s Policy Remix
Executive Orders, Immigration, and Inflation: Trump’s Policy Remix Donald Trump’s first days in office have brought a dizzying number of executive orders. Many of these...
