Stocks, Bonds, Bears, and Bulls — Oh My!

Written by Private Wealth Advisor Mary Helen Klingen Funny things…

In Like a Lion out Like a _______?

A look at Tariffs, DOGE, and Europe The new administration has…

Trade Turbulence: How Tariffs Are Shaking the Market

While U.S. stocks are down just 2% year-to-date1, they’re down…

“Wisdom for Wealth. For Life.” Episode 42: Faithful Investing

 Scripture tells us God owns everything: “The earth…

The Price of Protectionism

Less than a month into President Trump’s four-year term, there’s…

Aligning Your Portfolio With Your Convictions

Investors are making their voices heard like never before. The…

What Trump’s Win Means for the Economy and Markets

In a surprisingly decisive victory, Trump has reclaimed the White…

Portfolio Impact of Fed Rate Cuts

On September 18, the Federal Reserve (the Fed) lowered the federal…

Labor Pains: The “Sahm” Before the Storm?

On July 31, Jay Powell, Chair of the Federal Reserve (Fed), characterized…

Three Men, Three Lessons, 300 Years

Over the last six months, the finance and investment world has…

The World Investable Portfolio

Innovation and productivity―both stalwart cornerstones of civilization―are…

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Do you enjoy charitable giving? Do you have an IRA (Individual…

Spot Bitcoin ETFs: Understanding what they are and their investment implications

Bitcoin, the world’s most popular cryptocurrency by market…