Is the traditional 60/40 portfolio still an effective way to manage investment risk, or has it become dormant? In this episode of The Market Moment, Matt and Isaac dive into a Barron's article…
Should we be concerned about the United States rising debt? What are your estate planning questions? And let’s talk about the stock market downturns and small caps’ strong first half of 2026! Those…
Have you heard of the “dead internet theory”? Does the rise of AI have you concerned about the economy and stock market? What about the current Middle Eastern war and oil prices? Let’s cut through the…
Two Democrats in Congress have proposed a new piece of legislation that would impact earners of more than $400,000 annually and have retirement balances over $10 million. These tax implications have…
Did the market take a hit because of the Fed dissents? This week, Matt, John and Isaac look back on the Fed’s meeting on the economy and interest rates, and overall there are positive reports…
Social Security claiming strategies, spousal benefit rules, and tech market rotations—what do you need to know? This week, Matt, Lee, and John are unpacking the topics clients and viewers keep asking…
It has been five weeks since SpaceX first launched its IPO – What can we learn? Today on The Market Moment, Matt, Isaac and John are unpacking the topics clients and viewers keep asking them about:…
