As tensions rise globally, particularly with renewed fears of a potential conflict involving Iran, investors may feel a sense of déjà vu. History, however, offers a reassuring perspective. At the start of the Ukraine War, we sent out this chart to offer some...
In March 2020, Kevin and I, like many of you, witnessed the market’s relentless decline. Over just five weeks, the S&P 500 dropped by more than 32%. I won’t deny that Kevin and I were concerned during this turbulent time. However, we chose not to sell the...
We have called inflation “political kryptonite” because it is so damaging to politicians. Clearly, inflation played a role in the 2024 election. So now that President Trump sits in the Oval Office, his opponents have been trying hard to link anything and everything in...
As the year is quickly wrapping up, many people are looking for ways to make a difference while also maximizing their tax benefits. Year-end charitable giving is a powerful opportunity to both support causes you care about and potentially reduce your taxable income....
The buzz (can we say, vibe?) surrounding the newly established Department of Government Efficiency (DOGE) is undeniable. But the question remains: can DOGE truly deliver on their promise to reduce government spending? Proposing an extensive list of programs to cut is...
