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Insights

Timely market commentary, retirement planning notes, and educational resources to help you stay informed.

December 15, 2025

Market Insights – Rate Cut

Here are the highlights from the latest Market Insights video with Evan Coffey and Eric Parnell: The Federal Reserve: The Fed cut the…

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December 5, 2025

A Very Merry Melt-Up

November gave equity investors whiplash. The first three weeks were a grind lower with all three major indices slipping more than 2.50%.…

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November 25, 2025

Let It Bleed

“Well we all need someone to lean on and if you want it, well you can lean on me”  –Let It Bleed, Rolling…

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November 19, 2025

Charleston

“Charleston! Charleston! Made in Carolina. Some dance, some prance, I’ll say, there’s nothing finer. Than the Charleston, Charleston.”  –Charleston, James Price Johnson, 1923  Great…

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November 5, 2025

7000

“There’s a point at 7000 RPM… where everything fades.  The machine becomes weightless.  Just disappears.  And all that’s left is a body…

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October 24, 2025

How Soon Is Now?

“When you say it’s gonna happen “now”. Well, when exactly do you mean? See I’ve already waited too long. And all my hope is gone” …

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October 14, 2025

Pretzel Logic

Now you swear and kick and beg us that you’re not a gamblin’ man  Then you find you’re back in Vegas with…

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October 6, 2025

Growth Opportunities

Artificial Intelligence has moved from buzzword to backbone. It dominates headlines, moves markets, and is reshaping the future of technology and the…

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September 23, 2025

A Storm Is Coming

Boy: “Hay una tormenta en camino.” Sarah Connor:  “What did he just say?” Gas Station Attendant: “He said there’s a storm coming…

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September 11, 2025

Bond. Long Bond.

James Bond: “I admire your courage, Miss…?”Sylvia Trench: “Trench, Sylvia Trench. I admire your luck, Mr…?”James Bond: “Bond. James Bond.” –Dr. No,…

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