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Insights

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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The “Center Stage” Question: To Cut or Not to Cut? Market Implications
September 8, 2025
Read time: 19 minutes The current market set-up and drama surrounding the Federal Reserve (the Fed) is center...
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Federal Reserve Sovereignty – An Important Issue
August 5, 2025
Read time: 8 minutes On July 16, capital markets went through a period of whipsaw trading as speculation...
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Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
July 3, 2025
Read time: 21 minutes No doubt about it, the market is exhibiting some mojo as we close out...
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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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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

#164

Growing forward—insights on leadership and life

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November 13, 2025
#163

Think Mariner Is Just for Individuals? Think Again. 

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October 14, 2025
#162

Concentrated Stock: Strategies to Protect Your Wealth

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September 23, 2025
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