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Insights

Midterms, rates and the fundamentals that matter
October 1, 2026
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
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Economic Boom
October 1, 2026
“Never invest in a business you cannot understand.” – Warren Buffett                                                            The quote above comes...
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Still looking good, but don’t get complacent
September 2, 2026
“You’ve got to know when to hold ’em, know when to fold ’em” – Kenny Rogers, “The Gambler”...
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U.S. economy: Stronger than meets the eye
September 2, 2026
Chance favors the informed mind. – Louis Pasteur My “Déjà vu” 2026 core economic theme has...
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Déjà vu on Track
August 6, 2026
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth...
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Ramifications of Iran war
July 1, 2026
Read time: 9 minutes The quest to keep nuclear weapons out of the hands of Iranian leaders has...
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A new Fed, familiar market dynamics
July 1, 2026
Read time: 8 minutes The S&P 500 finished June down 2.9%, but still closed the second quarter with...
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Don’t worry, be happy? Worry a little, but let the data and facts guide and calm 
June 4, 2026
Read time: 13 minutes Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The...
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Sour consumer, growth still on track
June 4, 2026
Read time: 7 minutes So goes the consumer…is the longstanding phrase many are aware of; of course, the follow-on...
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Earnings drive the rally as risks linger
May 7, 2026
Read time: 12 minutes The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to...
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Europe becoming Iran War victim 
May 5, 2026
Read time: 8 minutes Most of my work focuses on the United States economy for obvious reasons: the majority of our...
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Volatility returns as global risks rise
April 2, 2026
Read time: 15 minutes The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#182

Activating your true potential: A conversation with Heroic’s CEO

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October 15, 2026
#181

You’re ready to start giving while you’re living

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September 24, 2026
#180

You’re ready to protect what you’ve built

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September 17, 2026
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