Defying Expectations in Q2: Wrapping Up the First Half of 2026 on a Higher Note
The last few months played out much differently than the beginning of 2026. We started the year out with conflict […]
What Wall Street’s Hottest IPO Could Teach Investors About Risk and Opportunity
In Greek mythology, a boy named Icarus was given wings made of wax and feathers. Thrilled by the power of
Investors Faced Volatility and Market Resilience Last Quarter. What’s in Store for the Rest of 2026?
What’s in Store for the Rest of 2026? Now that we’ve officially transitioned into the second quarter of 2026, investors
A New Account, or a Repackaged Idea?
Last summer’s One, Big, Beautiful Bill Act introduced a new savings vehicle called the “Trump Account.” Whenever a new account
When Insurance Is Sold as an Investment
A recent lawsuit involving NASCAR driver Kyle Busch highlights a recurring issue in wealth management. Busch alleged that Indexed Universal
When Fear Leads Price and Fundamentals Take a Back Seat
Software stocks have taken a meaningful drawdown. Salesforce, Adobe, and Intuit are down roughly 47%, 61%, and 45% from recent
A Look Back at 2025 and What It Means for 2026: Q4 2025 Investment Commentary
As we begin 2026, it is a good time to look back on a year that surprised many investors. Throughout
2025 Top Wealth Managers
Exciting News! We are pleased to share that The Watchman Group has once again been recognized by D Magazine
From Panic to Peak: What Q2 Taught Investors
The second quarter of 2025 was a rollercoaster. Stocks dropped fast in April after new tariff threats, only to rebound
Don’t Bet Against the Dollar: Why the Greenback Isn’t Going Anywhere
Every few years, the headlines start flying: “The Dollar’s Days Are Numbered.” Analysts warn of de-dollarization, rising foreign currencies, and