Facing a must-make shot on the back nine, emotions can sabotage your game—same with your portfolio. Brendan Lyons unpacks 5 mind bugs that cloud your judgment, plus tips to stay steady. Read more »
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4, 2025, representing the most comprehensive tax legislation since the Tax Cuts and Jobs Act (TCJA) was enacted in 2017.
Happy 4th of July! A day when Americans celebrate our country’s declaration of independence and a time to explore what that independence means to us individually and as a nation.
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).
“You can never be too rich or too thin.” This quote has been attributed to the Duchess of Windsor, Wallis Simpson, but also claimed by several other people.
On May 16th, Moody’s, the last of the three major credit rating agencies, downgraded U.S. debt from the highest rating of AAA to AA, following similar decisions by Fitch in 2023 and S&P in 2011. Moody’s cited similar
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.
