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Why Markets Rise Despite Geopolitical Risk
Markets continue to climb as geopolitical tensions ease and investors focus on growth, earnings, and long-term opportunity. Learn how shifting economic trends, stabilizing oil prices, and disciplined portfolio positioning may shape the outlook for 2026 and beyond.
4 days ago2 min read


The DOL’s Fiduciary Rule Reversal: What It Means for Retirement Investors
This article explores what the vacated Fiduciary ruling is and what it means to you and your financial future.
Mar 163 min read


Why AI Will Not End the World as We Know It
Artificial Intelligence is dominating headlines, sparking both excitement and fear. Some claim it will replace entire industries, disrupt the workforce, and fundamentally change life as we know it. But history tells a different story.
Feb 274 min read


If you don't think it's happening to you, I'll guarantee you, it's happening to you.
"Brokers with Checkered Histories Cast Doubt on FINRA Enforcement Efforts" The article, published in Financial Planning on December 5, 2025, critiques the Financial Industry Regulatory Authority (FINRA)'s effectiveness in policing brokers with histories of misconduct, arguing that persistent gaps allow "recidivist" advisors to continue operating and harm investors. It highlights how FINRA's BrokerCheck database often fails to flag recent allegations promptly, firms lack robus
Dec 5, 20256 min read


The "2/3 Less" Retirement Erosion Crisis
This article highlights 20 documented instances where retirees or pre-retirees have experienced significant erosion in their retirement savings—often 60-70% or more of potential net worth—due to bad advice, high fees, conflicts of interest, or unsuitable products like annuities, private credit, and structured notes. Drawing from 2024-2025 studies, SEC/DOL reports, and news, these cases underscore how conflicted advisors and illiquid investments can compound losses over time,
Dec 1, 20258 min read
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