How to know when you're holding too much stock in one individual company or fund, and why now is a perfect time to consider harvesting gains from your most concentrated investment positions.

How is the United States military action into Venezuela which led to the capture of Venezuelan leader Nicolas Maduro likely to impact the stock market and your investments?

Note: This is NOT a political discussion, but a conversation about how scenarios like this can impact equity markets.

A lot happens over a year's time, from Deep Seek, to Tariffs, a spring and summer market recovery, and a looming Supreme Court decision, all of which have impacted your investments in different ways. As we say goodbye to 2025, a look back at what we learned.

The idea of a 50-year mortgage was recently floated by President Trump as an option to make homes more affordable. Would the idea actually work?

Stocks are up. Consumers are cautious. We unpack the widening gap between Wall Street’s rally and Main Street’s reality, from falling consumer confidence to rising credit card balances. And how you should approach it from an investment perspective.

Is the stock market's continued climb to multiple new record-highs a warning light that is starting to flash? We unpack the market's surge, why Big Tech and AI is carrying the weight, and what it means for your own personal portfolio.

What the Fed's interest rate cut means for you and why projections of future interest rate cuts come with a big caveat.

The Supreme Court has agreed to hear the case on whether President Trump's Tariff's are legal or must be repealed as has been ruled by two lower Federal courts. The big question - what happens if the Tariffs are deemed illegal and funds collected must be paid back?

We're back to end summer with some thoughts on what to do with your investments as markets reach new all-time highs in anticipation of interest rate cuts by the Fed. What kind of adjustments to your portfolios should you be considering at a time like this?

Following a turbulent April, markets have mostly recovered to pre-tariff levels. What can we learn from the past six weeks of stock market turbulence to make us better investors moving forward?