Dear Mr. Market

1. Tariffs Are the Headline—But These 3 China Risks Are the Real Market Threat

   Beyond tariffs: explore 3 hidden risks China poses to U.S. markets—from rare earth control to treasury leverage and the Taiwan flashpoint. Continue reading →

2. March Madness: Final Four Investing Bracket 2025

   The March Madness Final Four is here! If your bracket is already busted you at least can see how we see the rest of the years investment matchups play out! Continue reading →

3. Inflation Myths, Market Realities, and the Tariff Scapegoat

   Everyone is quick to blame the recent market woes and inflation on tariffs but we need to understand and put the causes into factual context. Continue reading →

4. Can Microreactors Make Nuclear Energy Cool Again?

   What are microreactors and will they change how you should invest in the energy space? Continue reading →

5. 42% More Likely to Succeed? Write Down Your 10 Financial Goals for 2025!

   Did you know that writing down your New Years resolutions increase your chance of accomplishing them by 42%? Here's our top 10 financial goals we recommend for 2025. Continue reading →

6. Die with Zero: A Financial Planner’s Paradigm Shift in Paradise

   As a financial planner advising clients, I am wired and trained to encourage saving, planning, accumulation etc, but not experiences or truly impacting those we can while still healthy and cognizant. Here we review the book, Die with Zero, and hope it changes your own personal mindset as well. Continue reading →

7. AB Trusts – Do You Need to Get Rid of Yours?

   Do you have a living trust and if so, is it an AB Trust? Learn why that may be potentially outdated and could be doing you more harm than good. Continue reading →

8. Farewell Mint: Top Budgeting Apps to Try Now

   Dear Mr. Market: Budgeting apps play a vital role in helping us keep track of our spending, save for future goals, and maintain control over our financial health. With the retirement of Mint, many are left wondering which tool to … Continue reading →

9. Up the Stairs, Down the Shaft: The Tale of a Tumbling Market

   Dear Mr. Market: Ah, Mr. Market, you’ve never been one for subtlety, have you? We’ve all grown accustomed to your erratic behavior, but these past few weeks, you’ve outdone yourself. The dizzying heights we’ve climbed recently have turned into a … Continue reading →

10. March Madness: Final Four Investing Bracket 2024

    Dear Mr. Market: If your alma mater or favorite college team did not make the tournament on Selection Sunday, we’ve got another option for you! Even if you don’t like or follow college basketball, we think you’ll enjoy what we … Continue reading →