Bluesky Blog
Understanding and Overcoming Common Investment Behavioral Biases
Investment success often hinges not just on market knowledge, but on understanding our own psychological tendencies. Research in...
Market Outlook 2025: Finding Balance in an Era of Change
French novelist Balzac's observation that "our worst misfortunes never happen, and most miseries lie in anticipation" aptly...
2025 Blueprint
David Blain, CFA discusses important reminders and updates on things to expect in the new year, including: - HSA catch up...
Market Performance and Economic Stability Give Investors Reason to Celebrate
As we approach the end of 2024, the investment landscape presents numerous positive developments worth celebrating. Markets have...
Understanding the Impact of America's Growing National Debt
The U.S. Treasury reports that the national debt is nearing $36 trillion, sparking widespread discussion among market...
How Market Rallies and Valuations Shape Long-Term Investment Strategy
Financial markets have quickly shifted their focus beyond recent electoral developments to concentrate on upcoming policy...
Market Performance and Policy Changes Following the 2024 Election
The 2024 presidential election has concluded with Donald Trump securing victory and Republican control of the Senate. This...
Why Interest Rates Are Defying Expectations Amid Fed Cuts, the Election, and More
An important yet counterintuitive issue for investors is that long-term interest rates have risen in recent weeks despite the...
Prepare for the Worst: Essential Disaster Planning Steps
Disasters, whether natural or man-made, can strike at any time, leaving behind devastation and uncertainty. Recent events, like...