Financial Planningsub-featured 2024 Q4 Markets Commentary and Outlook As we close another dynamic year, our Q4 2024 Market Recap provides a detailed analysis…Trent McIntyreJanuary 9, 2025
Courage to Asksub-featured Paying Off Your Mortgage May be the Least of Your Worries… A recent Wall Street Journal article explores a troubling trend: property taxes and home insurance…Trent McIntyreDecember 31, 2024
Gain PerspectiveMain Wealth Pros Cater Top-Tier Care for Few: You Deserve Better A recent Wall Street Journal article highlights how banks tailor their services for different wealth…Trent McIntyreDecember 18, 2024
Investmentsub-featured Market Expert Encourages Taking Inventory, Not Risks, as Year Ends As the Federal Open Market Committee (FOMC) prepares to announce its final interest rate decision…Trent McIntyreDecember 17, 2024
Courage to Asksub-featured MicroStrategy Vs. Bitcoin ETFs: The Big Differences You Need to Know Investors intrigued by Bitcoin have multiple ways to gain exposure, but choosing between buying shares…Trent McIntyreDecember 12, 2024
Food for Thoughtsub-featured As Costs Rise, Drivers Delay Important Vehicle Maintenance and Repairs The rising trend of deferred automotive maintenance highlights a growing challenge for American drivers: balancing…Trent McIntyreDecember 11, 2024
Gain Perspectivesub-featured The Build-to-Rent Boom: Wall Street Bets on Shifting American Dream Rebecca Picciotto of the Wall Street Journal recently outlined the rise of build-to-rent communities funded…Trent McIntyreDecember 11, 2024
Investmentsub-featured One Pro’s Helpful Tips for This Year’s Santa Claus Rally Santa Claus Rally Ahead: Exercise Caution As the year winds to a close, markets continue…Trent McIntyreDecember 10, 2024
Food for Thoughtsub-featured Reflecting on the Tremendous Generosity of 2024 Markets As we approach the season of giving, Jared Levy, Chief Markets Strategist at Peak American…Trent McIntyreDecember 4, 2024