Insights

January 17, 2024

Financial Goal Setting

Getting Better While Giving Yourself Some Grace

January 8, 2024

Market Review - 2023 Annual Review

2023 Capital Market Performance

January 8, 2024

Market Review - 4th Quarter 2023

Q4 Performance and Timeline of Events

January 5, 2024

2023 Recap

The Recession That Wasn’t

December 15, 2023

My Recent Trip

Visiting the Land Down Under

December 6, 2023

Overconfidence Bias and November Returns

Markets roared back to life just before the holidays.