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What Wall Street’s Hottest IPO Could Teach Investors About Risk and Opportunity

June 18, 2026

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?

May 13, 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?

May 11, 2026

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

April 27, 2026

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

April 13, 2026

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

February 19, 2026

As we begin 2026, it is a good time to look back on a year that surprised many investors. Throughout […]

2025 Top Wealth Managers

October 28, 2025

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

August 11, 2025

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

August 4, 2025

Every few years, the headlines start flying: “The Dollar’s Days Are Numbered.” Analysts warn of de-dollarization, rising foreign currencies, and […]

Volatility Is the Price of Admission: Why Patience Still Wins in the Market

July 31, 2025

Spring didn’t just bring pollen. It brought a sharp dose of market volatility. A tariff announcement on April 2 triggered […]

Tariffying: What’s Going On With Markets and What It Means for You

May 29, 2025

At the start of 2025, things looked bright. The U.S. economy was strong, inflation was cooling down, and money was […]

Securing Your Social Security: What the New Changes Mean for You

April 8, 2025

Big News for Public Servants: Social Security Rules Have Changed On January 5th, President Biden signed the Social Security Fairness […]

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