Understanding the Market’s "Report Card": Why Earnings Matter for Your Retirement

The stock market is hitting new records in early 2026, but is the growth sustainable for your retirement? I break down the latest earnings "report cards" and what a high P/E ratio means for your portf... ...more

Market ,Investing

January 26, 2026•3 min read

Beyond the Headlines: What Geopolitical Shifts Mean for Your Retirement

Are recent global headlines putting your portfolio at risk? I share why history suggests your "financial house" is more resilient than you think. ...more

Government ,Market

January 24, 2026•3 min read

Is All That Glitters Gold? Making Sense of the Recent Rally

Gold just hit $4,700 and silver is over $90—historic highs! 📈 But before you rush to buy, there’s one critical thing you need to know about how gold differs from stocks and bonds. (Hint: It’s like a ... ...more

Investing

January 20, 2026•4 min read

Managing New Tax Changes to Optimize Your Financial Plan

The tax rules are changing for 2026. From the new SALT cap to Roth catch-up requirements, here is what you need to know to protect your retirement plan ...more

Tax

January 16, 2026•4 min read

Keeping Your Cool: Why Your Best Investment Strategy Is Managing Your Own Expectations

The stock market has had a great run, but is "recency bias" clouding your judgment? I explain how to manage your expectations and avoid common emotional pitfalls to keep your retirement plan on track. ...more

Investing

January 12, 2026•2 min read

The 2026 Tax Guide: Protecting Your Financial House

From "Trump Accounts" and tax-free overtime to new senior deductions and AMT changes, 2026 brings major updates. Here is everything you need to know ...more

Retirement ,Tax

January 09, 2026•undefined