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February 2026 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive.

Supporting your kids through college? Make sure they learn these lessons…

Helping your child through college isn’t just about paying the bills. It’s about teaching budgeting, spending, and credit habits that last a lifetime.
Helping your child through college isn’t just about paying the bills. It’s about teaching budgeting, spending, and credit habits that last a lifetime.

2025 winners and losers

U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.

January 2026 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive.

December 2025 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The shutdown is over; as the country gets caught up on its economic data, we take a look at what to expect as we close out the year.

Four years in the books

Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far and get excited about where we’re headed. This year, our update is

The traditional four-year anniversary gift is fruit, and we’re starting to see the fruits of our labors pay off in a real way.