It doesn’t take much to lose trust in a financial planning relationship. I’ve seen it happen in real time when an analysis uses the wrong name in a presentation (not good) or relies on inaccurate spending data (very bad).
Investing can feel like a juggling act—whether you’re a professional or just trying to keep your family’s finances on track. The flood of data, numbers ticking up and down, and endless stream of opinions can leave your head spinning.
Market direction is a simple concept to grasp, when the prevailing trend – rising or falling – is obvious and participation is broad. All trends exhaust themselves eventually, irrespective of timeframe.
The current volatility has domestic equity markets on edge. Many U.S. equity asset classes and sectors are in negative territory so far this year. One unexpected bright spot in 2025 has been international equities, including emerging markets.
Most parents and grandparents can relate to the challenges of teaching the next generation about money, whether it’s explaining the difference between wants and needs, encouraging them to save, or helping them understand the value of a dollar.
