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Insights

Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?

July 3, 2025
Read time: minutes No doubt about it, the market is exhibiting some mojo as we close out the...
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Economic Outlook: ‘Three Yards and a Cloud of Dust’ Theme Playing Out

July 3, 2025
Read time: 9 minutes I still maintain a 60% probability of our “Three Yards and a Cloud of...
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Making Sense of the “4 Buckets”: A Look at Tariffs, Taxes and Treasury Warnings

June 6, 2025
Read time: 5 minutes I’ve been organizing President Trump’s main initiatives into what I call his “4 Buckets.”...
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A Roller Coaster Start to 2025 — Time to Regroup for the Second Half

June 6, 2025
Read time: 11 minutes “Knowledge speaks, but wisdom listens,” said legendary guitarist Jimi Hendrix—a fitting reminder as we...
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Avoid Whiplash! Sharp Rally Highlights Importance of Balanced Positioning

May 2, 2025
Read time: 10 minutes As management theorist and author Peter Drucker said, “The greatest danger in times of...
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Economic Outlook: A Wild Coaster Ride

May 2, 2025
Read time: 9 minutes When I was a child, my parents took us children to Disneyland one summer....
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Respect Rising Risk and Volatility, but Hold Your Ground

April 7, 2025
Read time: 14 minutes Stock price behavior felt a little crazy in March, sort of like the madness...
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Recession Not on Immediate Horizon

April 7, 2025
Read time: 7 minutes Dr. Bob Dieli, who now owns and manages his own economic advisory firm, and...
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Economic Outlook: Update: Three Yards and a Cloud of Dust

March 6, 2025
Read time: 9 minutes I delivered my core 2025 economic outlook late in 2024, suggesting that we would...
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Clear Air Turbulence or an Ugly Lasting Storm? Hold your Ground!

March 6, 2025
Read time: 12 minutes 2025 has simply been boring and status quo, right? There’s not much going on...
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Economic Outlook: Initial Take on Trump’s Four Buckets

February 7, 2025
Read time: 8 minutes I feel better about some of my past economic calls that haven’t panned out....
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Santa Hit Some Air Turbulence at Year-End. Time for a Rest? Buckle Up!

January 3, 2025
Read time: 12 minutes “The greatest danger in times of turbulence is not the turbulence; it is to...
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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

#160

The Real Value of a Wealth Advisor

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July 10, 2025
#159

Networking to Build Connections That Matter 

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June 12, 2025
#158

Financial Foresight: Why Learning Before You Decide Matters

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May 15, 2025
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