Insights

November 2, 2026

Lots of Economic News to Digest

Ben Dolan recaps last week's big headlines: stronger-than-expected Q3 GDP, cooling inflation, Anthropic's IPO filing, and the Fed's latest rate decision.

October 26, 2026

Tech and Bond Volatility

Ben Dolan explains the forces behind recent volatility in tech stocks and bonds, from AI spending concerns to rising yields and widening credit spreads.

October 6, 2026

Market Review - 3rd Quarter 2026

Q3 2026 Performance and Timeline of Events

August 25, 2026

Strategic Planning Considerations with Roth Accounts

Roth accounts confuse a lot of high earners. Ben Dolan breaks down the 2026 rules, the $150k catch-up requirement, and when to wait and convert.

August 18, 2026

Margin of Safety

A well-defined margin of safety will help you sleep better at night and provide the courage to stick to your plan.

August 3, 2026

The Four Factors That Drive Retirement Happiness

The data points to important variables beyond wealth.