General Topics

Financial Freedom Means Finding Your “Enough” 

Financial Freedom Means Finding Your “Enough” 

By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most.  Some of the most anxious people...

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Earnings Strength Propels Markets to All-Time Highs

Earnings Strength Propels Markets to All-Time Highs

Market Data as of Week Ending: 4/24/2026 unless noted otherwise U.S. equity markets posted a modest week of gains, with major indexes continuing their upward trend as the S&P 500 and the Nasdaq Composite finished the week at record levels. Earnings remain at the...

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Stocks Sprint Ahead as Results Fuel Market Rally

Stocks Sprint Ahead as Results Fuel Market Rally

Market Data as of Week Ending: 4/17/2026 unless noted otherwise U.S. equity markets posted a robust week, with major indexes rallying as the S&P 500 climbed 4.55% and small-cap stocks outperformed, evidenced by the Russell 2000 gaining 5.57%. Earnings have moved...

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Ceasefire Sparks Risk Rally

Ceasefire Sparks Risk Rally

Market Data as of Week Ending: 4/10/2026 unless noted otherwise U.S. equity markets posted another strong week, as major indexes shook off recent volatility following a breakthrough U.S.-Iran ceasefire agreement. The S&P 500 climbed 3.58%, while small-cap stocks...

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Op-Ed: Play at Your Own Risk

Op-Ed: Play at Your Own Risk

By Andrew Mason A few years ago, I wrote a blog about Financial Abstraction—the idea that as money becomes less tangible, our behaviors around that money change in ways we usually don’t notice. When a purchase is a tap of a card or a click away, the psychological...

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Markets Rebound Despite Geopolitical and Inflation Risks

Markets Rebound Despite Geopolitical and Inflation Risks

Market Data as of Week Ending: 4/3/2026 unless noted otherwise Stock prices generally recovered, as major U.S. indexes finished the holiday-shortened week higher. Geopolitical tensions remain elevated and have contributed to volatility, as the U.S. military remains...

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