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WILD RIDE TO NEW HIGHS!
The second quarter of 2025 brought a wave of global upheaval and domestic political tension, which unnerved investors. Despite market volatility, major indexes finished the first...
A 5-Step Guide to Securing Your Family’s Future
Let's dive into a topic that is arguably one of the most impactful to your loved ones’ and your financial well-being: estate planning. Sure, it's not as exciting as planning a...
Why Income Matters in Your Investment Strategy
Investors often get caught up in the thrill of watching their investments grow in value. It's like riding a wave during a booming market—it feels fantastic. But while we're...
Five Ways to Build Generational Wealth
Generational wealth isn't just about monetary assets; it's about creating a legacy that ensures the financial well-being and peace of mind for your family for years to come. This...
Nurturing Wealth: The Financial Footprint of Parenting
The way we parent—our style of nurturing, disciplining, and guiding—can have a profound impact on how our children perceive and manage money throughout their lives. Growing...
Beyond Index Funds: The Power of Individual Stock Investing
With the increased popularity of index funds and ETF’s, does it still make sense to invest in individual stocks? Funds have certainly made it easier to invest in the stock...
Springing Forward to New All-Time Highs!
The new year is off to a fine start with stock prices continuing to rally and once again reaching new all-time highs. As we suggested in our winter newsletter, broadening...
Tricks of the Trade: Six Tax Savvy Moves
Tax season can be an interesting time for investors, but it doesn't have to be a daunting one. Whether you are an experienced investor, a solopreneur, a family, or individual...
Will 2024 be 1968 Déjà Vu All Over Again?
An examination of the prevailing state of the secular trend for inflation- adjusted stock prices reveal some interesting similarities between 1968 and 2024, and these parallels...
Passive or Active: The Roadmap to Investment Success Revealed
Is a passive, buy and hold investment strategy or an active investment approach right for me? First, let’s clarify the concept of 'active' investing. As a fee-only Investment...
Elevate Your Tax Game: The Art of Above-the-Line Deductions
Looking to reduce your tax bill beyond the standard deduction without the hassle of itemizing? Enter above-the-line deductions - a strategic approach to helping lower your...
Reaching New All-Time Highs!
In 2023, stock prices started in rally mode and then suffered through a sharp mid-year correction. But the last quarter of the year was an absolute barnburner, with the venerable...
The Bull Market Has Just Been Refreshed: Where Does it Go from Here?
My colleagues at Pring Turner Capital recently sent out a note to clients entitled The Pause that Refreshes by way of putting the post July correction in perspective with the...