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June 23, 2025

Outsmarting Your Brain: Battling Cognitive Biases in Investing

In the world of finance, where rational decisions should reign supreme, our human brains often throw a wrench in the works.


May 23, 2025

Moody’s Downgrade: Noise in the Signal—What Investors Should Watch Instead

Last week, credit rating agency Moody’s downgraded US sovereign debt from AAA to Aa1.


May 2, 2025

Understanding Stock Compensation: Key Takeaways from the Trusted Partner Podcast

Stock compensation, including stock options and restricted stock units (RSUs), can be a valuable part of an employee’s earnings—but only if managed wisely.


April 3, 2025

Tariff-ic Mess

Markets are responding negatively to yesterday’s “Liberation Day” tariffs announcement. There are plenty of unknowns. As we dissect the news-flow, here are some questions we are asking.


March 14, 2025

Staying the Course Through Market Volatility

US markets remain volatile amid continued policy shifts, and we understand that market declines can be unsettling.


March 5, 2025

Back to Reality?

At our client seminar in November, we discussed the potential for volatility and a short-term correction. Is this happening now? Why is the stock market acting this way?


February 4, 2025

Trump Tariffs: Take Two

The headlines on US trade policy are heating up, and tariffs are back in focus.


January 27, 2025

DeepSeek Shakes Up the AI Landscape

Chinese AI application DeepSeek arrived with a bang, triggering a selloff in US tech stocks today.


December 16, 2024

High-Yield Bonds: Is the Juice Worth the Squeeze?

Examining the attractiveness of high-yield bonds.


November 14, 2024

Time to Buy Bitcoin?

The cryptocurrency is once again top of mind for investors.