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Insights

Current volatility does not equal long-term risk
March 18, 2026
When the conflict between the United States and Iran escalated the first weekend of March, we chose not to...
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Risk awareness and diversification 2.0 taking root 
March 6, 2026
Read time: 8 minutes The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7% 1...
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“Three yards and a cloud of dust” revisited: Déjà vu still on track for 2026
March 6, 2026
Read time: 6 minutes We finally have our first view of last year’s fourth quarter GDP growth rates:...
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Turning market uncertainty into a planning advantage
February 23, 2026
Read time: 4 minutes Market uncertainty can feel unsettling. Rapid swings, constant headlines and conflicting commentary often create...
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Déjà vu starting to play out
February 6, 2026
Read time: 14 minutes “Déjà vu confirms a faithful path worth taking.” – T.F. Hodge Folks familiar...
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Wow on wow!
January 2, 2026
In late December, the Bureau of Economic Analysis (BEA) released their preliminary third quarter report on real GDP growth...
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The November market pause just might set the table for a profitable 2026
December 8, 2025
Read time: 6 minutes The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8%...
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2%+ growth in 2026
December 8, 2025
Read time: 9 minutes “ We’ve thrown absolutely everything at it, including a government shutdown, and yet it...
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Straws in the wind: Framing 2026 outlook
November 7, 2025
Read time: 9 minutes We’re coming up on that time of year when we start looking ahead—thinking more...
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Trick or treat: A mixed bag
November 7, 2025
Read time: 7 minutes October could best be described as a mixed bag: some good, some bad, but...
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The Fed Talks the Talk, Walks the Walk: Investors Embrace the Fed’s Decision
October 6, 2025
Read time: 12 minutes Mark Twain once said that September is a particularly difficult month to invest in...
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Economic Outlook September 2025: He Blinked
September 8, 2025
Read time: 9 minutes Well, he blinked. What am I referring to? At his recent speech in the...
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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

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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