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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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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

#174

You’re ready to start investing

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August 6, 2026
#173

You’re ready to have the “money talk”

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July 30, 2026
#172

You’re ready to buy your first home

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July 23, 2026
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