When overcrowded price momentum assets collapse, fear replaces fear of missing out (FOMO).

Brian McGeough offers his first commentary of 2026!

Dan Moskowitz, CFP® President and Chief Investment Officer offers his Year-End Commentary

“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage…

Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the October market.

The stock markets rapid moves from Overbought to Extreme Oversold to Overbought indicate investors are emotionally stressed as they switch between Fear and Greed…

Getting started on financial planning can be a daunting task. Let us help you get started today!

Chief Strategist at Chatham Wealth, John Lui, offers his commentary on the bond market and tariffs..

Over 70 ½ yrs and interested in reducing your income tax burden? Consider a QCD.

Dan Moskowitz, CFP® President and Chief Investment Officer offers his commentary on the March market.

It is a market of stocks and not a stock market…

This “4% rule” is a guideline developed in the mid-1990s on how much a retiree can withdraw from their accounts without running out of money.

2024 was another wonderful year for the stock market. In fact, the last two years were the best two consecutive years in a quarter century. An economy fueled by record corporate earnings, strong job creation and robust consumer spending led to better-than-expected returns for stocks once again.

The S&P 500 has a case of bad breadth as a few mega cap stocks dominated versus the average stock…

Wow, where has the year gone? We are 30 days away from the election and going through our year end checklists.

In my last strategy piece, I warned people about the extreme momentum in Super Micro Computer Inc. (SMCI). People buying in March 2024 due to “fear of missing out” (FOMO) have a low probability of having a successful investment.

As we navigate through volatile markets and evolving economic conditions as well as geopolitical events, understanding the benefits of portfolio diversification can make a significant difference in achieving your financial goals.

Cash has had a great run, but the juicy yields we’ve gotten used to on everything from CDs to money market funds won’t stick around much longer. Whether they cut rates in September or early next year we believe cuts are coming relatively soon.

Last October, investors were selling at the lows and piling into US Treasury bills. While they were earning 5% safely on their money, the stock market quietly surprised everyone by rising more than +25% over that same period.

Momentum trading is the opposite of "buy low and sell high"; momentum traders "buy high and sell higher" (hopefully). I have in the past sounded the alarm when momentum stocks/momentum investing have become the primary driver of the stock market with prior writings such as "Nachos Para Machos" and I do so again.