Our Blog
Enjoy our collection of articles that cover an array of personal finance topics.
Apr
11
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March Market Commentary
Market Update: Market Sell-Off on U.S. Tariff Policy Change and Its Investment Implications On April 2, 2025, the U.S. government announced a sweeping change to...
Mar
19
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Protecting Yourself from Tax Identity Theft This Tax Season
Protecting Yourself from Tax Identity Theft This Tax Season Tax season is a prime time for identity thieves to steal sensitive financial information and commit...
Mar
14
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February Market Commentary
From Optimism to Uncertainty What began as market enthusiasm for a pro-business environment under the Trump administration—fueled by expectations of corporate tax stability, deregulation, and...
Mar
11
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January Market Commentary
The Trump Whirlwind and Tariffs The market story of 2025 isn’t just about numbers, it’s about the whirlwind coming out of the White House. President...
Mar
10
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Retirement Planning for Physicians: Building a Secure Future for You and Your Practice
Retirement Planning for Physicians: Building a Secure Future for You and Your Practice As a physician and business owner, you’ve dedicated your career to taking...
Mar
5
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Money with Murphy – Why Bonds Matter Now
After a rough period for stocks, bonds are proving their value in portfolios once again. While market uncertainty has dragged equities down, the Bloomberg U.S....
Feb
25
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Markets in a Minute: Stock Returns for the Next Decade, Extrapolation Bias, and Opening Day
Stock Returns for the Next Decade, Extrapolation Bias, and Opening Day Key Takeaways The returns for the largest US stocks over the last 10 years...
Feb
11
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Markets in a Minute: Reading Between the Numbers – Corporate Earnings and Investor Sentiment
Reading Between the Numbers: Corporate Earningsand Investor Sentiment Earnings reports for last year’s fourth quarter are rolling in, and overall, they’re shaping up nicely. If...
Jan
28
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Markets in a Minute: Executive Orders, Immigration, and Inflation – Trump’s Policy Remix
Executive Orders, Immigration, and Inflation: Trump’s Policy Remix Donald Trump’s first days in office have brought a dizzying number of executive orders. Many of these...
Jan
22
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Money with Murphy – Eye on Inflation
The year 2024 brought significant shifts in the economy and markets. Inflation eased but remained uneven, with food and energy prices creating challenges for households....
Jan
17
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Financial Planning for Disasters: Lessons from the California Wildfires
Natural disasters like the recent California wildfires remind us of the importance of preparing for the unexpected. While these events impact everyone, wealthy individuals often...
Jan
15
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December Market Commentary
2024 Investment Market Performance The U.S. economy and financial markets demonstrated remarkable resilience in 2024, overcoming higher interest rates, geopolitical tensions, and rising unemployment. Stocks...
