investment resources

Geopolitical tensions are making headlines following U.S. and Israeli strikes against Iran and the launch of “Operation Epic Fury.” With markets reacting and oil prices in focus, many investors are wondering what this could mean for their portfolios. Here, we break down the situation, the potential impact on energy markets, and how you should react.

As new financial planning tools emerge, it’s important to understand how they fit into your overall strategy. Trump accounts allow families to invest on behalf of children, but they come with specific rules and considerations. Our goal is to help you evaluate whether they align with your broader financial plan and long-term goals.

Most New Year’s resolutions fail by mid-January. Not because people lack motivation — but because they lack systems. Big goals. Invisible progress. Immediate discomfort. If you want lasting results (in fitness or finances), build structure — not hype. More in my latest blog.

Markets Are Soaring—Now What? Stocks are on pace for double-digit returns again, with indexes near record highs, AI reshaping the economy, and rates coming down. Exciting—or nerve-racking? Our latest blog breaks down what’s driving markets, what risks matter most, and 7 key ideas to help investors stay disciplined heading into 2026.