by Advising Partner | Jul 1, 2026 | Monthly Note
July 2026 Investment Update History Doesn't Repeat, But It Rhymes There is an old saying, often attributed to Mark Twain, that history does not repeat itself, but it rhymes. That phrase has been on our minds a great deal lately. The data we are watching right now does...
by Advising Partner | Jun 1, 2026 | Monthly Note
June 2026 Investment Update Higher Ground, Thinner Air The higher you climb, the thinner the air gets. The view keeps getting better, but there is less room for error, and it pays to watch your footing. That is a fair description of where the markets stand after May....
by Advising Partner | May 3, 2026 | Investing, SAP, Stock Market
The Real Risk Isn’t Volatility. It’s How You Respond. Market volatility tends to get a lot of attention. Headlines pick it up quickly. Conversations shift. And even long-term investors start to feel a sense of uncertainty when markets move more than usual. It’s a...
by Advising Partner | May 1, 2026 | Monthly Note
May 2026 Investment Update A Spring that Won't Settle Spring this year has a way of never fully committing. One day feels like summer, the next feels like winter again, and most of the time you’re somewhere in between. That’s a lot like the market environment we’ve...
by Advising Partner | Apr 20, 2026 | Estate Planning, SAP, Tax Planning
Why Most Financial Plans Break Down and How to Build One That Holds Up If you have a financial plan, you’re already ahead of most people. But there’s a difference between having a plan… and having one that actually works when life gets unpredictable. Most plans look...
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