Oct 22, 2026 | Weekly Wrap-Up
After years of extraordinary gains fueled by artificial intelligence (AI), technology stocks are experiencing renewed selling pressure. Investors are questioning whether massive spending on AI infrastructure will ultimately deliver the profits needed to justify...
Oct 14, 2026 | Weekly Wrap-Up
The stock market has delivered impressive gains in recent years, largely driven by technology and artificial intelligence companies. While investors have enjoyed watching their portfolios grow, we’re hearing a common question from clients: How sustainable are...
Sep 30, 2026 | Weekly Wrap-Up
With another potential rate increase on October 28, here’s what you should know about CDs, money markets, bonds, mortgages and other financial decisions. Whenever the Federal Reserve changes interest rates, one of the most common questions I hear from clients...
Sep 24, 2026 | Weekly Wrap-Up
High Interest Rates Are Driving Interest in ARMs With fixed-rate mortgages hovering near the 7% mark, we are fielding more questions from clients about a popular alternative: the Adjustable-Rate Mortgage (ARM). An ARM provides an initial interest rate that is...
Sep 3, 2026 | Weekly Wrap-Up
Small estate-planning missteps can create major headaches for your heirs. When it comes to estate planning, most people prefer not to think about it. Even for those who have, they sometimes make mistakes when they start taking action. The good news is that you have...
Aug 27, 2026 | Weekly Wrap-Up
U.S. Debt Just Topped $40 Trillion. Should Investors Be Worried? The U.S. national debt has officially crossed $40 trillion—a staggering number and a milestone that understandably raises questions for investors. But what does $40 trillion actually mean, and should it...
