Insights

A recent lawsuit involving NASCAR driver Kyle Busch highlights a recurring issue in wealth management. Busch alleged that Indexed Universal […]

Software stocks have taken a meaningful drawdown. Salesforce, Adobe, and Intuit are down roughly 47%, 61%, and 45% from recent

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

The second quarter of 2025 was a rollercoaster. Stocks dropped fast in April after new tariff threats, only to rebound

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

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

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

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

It has been quite an eventful two years. In October 2022, we wrote to you during a bear market in

We often remind investors of the importance of maintaining a consistent asset allocation. Maintaining this balance between different asset classes—such