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    Generational Differences: What Causes Them & Why Do They Matter?
    December 12, 2025
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    Notes on the Economy – Q4 2025 Summary
    December 4, 2025
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    Finding Opportunity Amid This Crazy Market
    November 25, 2025
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    November 20, 2025
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Evenly balanced board over a pointed fulcrum, a burlap bag with $ label on one side, and boxes on other side with labels: ETFs, Stocks, REITs, Commodities, Bonds, Mutual Funds.

Keep Your Powder Dry … for Now

BriefsBy Juliana DoanSeptember 27, 2022

Investing in a bear market—remain disciplined, keep your powder dry but don’t pull the trigger until an opportunity lands in your crosshairs.

Mashup of chess pieces colored in flags of Iran, Russian, China, U.S., Euro Zone, U.K. separated by a sand timer with words: "Playing to Win".

Webinar: Playing to Win

VideosBy Juliana DoanSeptember 20, 2022

Experts say China might not be able to dominate the economic world.

a couple looking at their 401K accounts online

Retirement Savings Enhancements Coming Soon

BriefsBy Juliana DoanSeptember 9, 2022

SECURE Act 2.0, currently in reconciliation, would likely make saving for retirement easier.

Poker cards and chips

Notes on the Economy – Q3 2022 Summary

ReportsBy Juliana DoanSeptember 7, 2022

The Federal Reserve has a full house of policymakers determined to bring inflation down; interest rates will continue upward—even at the risk of recession.

a CPA talks to clients

Will or No Will, Check Your Beneficiary Designations

BriefsBy Juliana DoanAugust 25, 2022

August is National Make-a-Will Month, a great time to write or revisit your estate plans.

single family houses

Hedge Funds Gobbling up Single-family Housing

BriefsBy Juliana DoanAugust 16, 2022

Traditional homebuyers and real estate investors are getting squeezed out by hedge funds with piles of cash aiming to buy and convert single-family homes into rentals.

Shadow picture of oil rigs.

Fossil Fuels Remain Essential Even as Green Revolution Unfolds

BriefsBy Juliana DoanAugust 11, 2022

Smart investors understand fossil fuels will be critical to U.S. energy security even when renewables become a dominant source of power.

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Tired of High Gas Prices—Get Used to It

BriefsBy Juliana DoanAugust 9, 2022

Singing the gas pump blues: Prices are falling but are likely to stay high because the U.S. refineries are nearly at capacity even though they have plenty of oil.

Grizzly bear in woods.

What To Do When You’re Cornered by a Bear

BriefsBy Juliana DoanAugust 4, 2022

Ignore your gut instinct to flee this bear market—it’s too late for that. Face down your fears and be ready to profit when the climate pushes it into hibernation.

Fanned $100 bills exploding into dust.

Traditional Hedges Might Soothe Inflation’s Sting

BriefsBy Juliana DoanAugust 2, 2022

Worried about inflation? TIPS, REITs and precious metals might give investors something to smile about as stock markets crater.

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