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Insights

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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2020 Crystal Ball Mid-Year Review

2020 Crystal Ball Mid-Year Review
July 23, 2020
Nothing was calm about the first half of 2020. After one of the worst closes on record to the...
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Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.

Market Update April 14, 2020 with Jeff Krumpelman and Katrina Scott.
April 14, 2020
Katrina Scott , chief investment officer, and Jeff Krumpelman , chief investment strategist, share their views on why most...
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Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott

Market Update March 24, 2020 with Jeff Krumpelman and Katrina Scott
March 24, 2020
Our Chief Investment Officer Katrina Scott and Chief Investment Strategist Jeff Krumpelman share their current thoughts on the markets,...
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Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott

Market Update March 16, 2020 with Jeff Krumpelman, Bill Greiner & Katrina Scott
March 16, 2020
As markets plunge over continued coronavirus concerns, the Fed slashes its benchmark interest rate to near zero, and headlines...
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Market Update with Jeff Krumpelman

Market Update with Jeff Krumpelman
March 12, 2020
With today’s decline in the market mostly driven by fear of the unknown, our own Jeff Krumpelman gives an...
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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

#180

You’re ready to protect what you’ve built

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September 17, 2026
#179

You’re ready for your second act

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September 10, 2026
#178

You’re ready for tax help

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September 3, 2026
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