As many of you know, several weeks ago the Federal Reserve, under Chairman Jerome Powell, announced a quarter-percent cut to its key interest rate, the first of 2025. Both in announcing this cut and in later remarks, Powell emphasized that the Fed intends to move cautiously, balancing the risk of [...]
Why Chasing Performance Can Hurt Your Returns This year has been a roller coaster for investors. From steep losses in the early months to meteoric gains since April, 2025 has tested investors’ nerves. With a positive swing of nearly 30% in the last six months, it’s easy to feel tempted [...]
Many years ago, I had a conversation with a coworker that has stuck with me ever since. They had just purchased a brand-new truck that cost nearly twice their annual salary, all while still living with their grandparents. I questioned the wisdom of that choice, and their response was something [...]
This past Saturday, it was announced that a Missourian purchased one of the winning Powerball tickets for the third-largest jackpot in history, a staggering $1.8 billion. Even if you’re like me and have never bought a ticket, it’s fun to imagine what life would be like as an overnight billionaire. [...]
Well, it’s that time again. School is back in session and parents are reminded that college tuition bills are looming. When families start thinking about saving for a child or grandchild’s education, two options often come up: the Coverdell Education Savings Account (ESA) and the 529 Plan. At first glance [...]
When many people think about working with an investment advisor, they picture something similar to a mechanic. You bring in your portfolio when it “needs a tune-up,” they make a few adjustments, and you drive away until the next issue pops up. In reality, your financial advisor should be more [...]
Have you ever had a serious medical procedure and asked what it would cost you out-of-pocket only to be told by the provider that they have no idea and you’ll “just have to wait for the bill”? In virtually no other industry is this kind of opaque pricing acceptable. Imagine [...]
At the risk of beating an already dead horse, I felt compelled this week to offer some insight and commentary on the recent viral video featuring a high-profile CEO and his head of HR at a rock concert, both caught in what appeared to be an affair. At first, I [...]
After months of heated debate and partisan gridlock, President Trump signed the Big Beautiful Bill into law on July 4th, making it the most sweeping policy achievement of his second term to date. This landmark legislation includes major changes to the U.S. tax code. Today, I want to break down [...]
I’ll admit it; I love politics. I enjoy the open debate between people with diverse points of view, the strategic art of persuasion, and yes, even the soap opera that elections often become. Of particular interest to me recently has been the meteoric rise of Zohran Mamdani, a 33-year-old socialist [...]
