Financial Planning & Wellness
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Are AI stocks in a bubble? Balancing the infrastructure boom with rising risks
Over the last few months, AI-related stocks have been particularly volatile, reviving worries that there could be an AI bubble about to burst. On one hand, the AI buildout is arguably the biggest capital expenditure boom in history. If that continues, it could continue to power strong stock market returns, especially for the companies most ... Read more
Retiring or Leaving a Job Soon? How To Help Time Medicare Enrollment So You Don’t Get Burned
Stepping into retirement or making a career transition after 65 is an exciting milestone, but navigating health insurance during the shift can feel like walking through a regulatory maze. It’s completely natural to feel overwhelmed by all the dates, rules, and choices, but getting your timing right can bring immense peace of mind as you ... Read more
What Happens to Your Plan If Your Financial Advisor Leaves the Firm?
Continuity in your financial journey is a valid concern, especially when you’ve built a strong relationship with a trusted advisor to help guide your life’s big decisions. It is completely natural to feel a bit uneasy when change occurs, but a change in advisor should feel like a smooth handoff, not a sudden detour. Why ... Read more
How the 2026 midterm election could impact the stock market
With the upcoming midterm election, many investors are asking a familiar question: how will the election results impact the stock market? Historically, while political events can trigger short-term volatility, they are rarely the primary driver of long-term stock performance. For a political outcome to significantly move financial markets, it typically has to result in legislation ... Read more
How much does a financial planner cost, and could a flat fee be better than 1% AUM?
Thinking about working with a financial planner is an exciting milestone, but figuring out how much it costs can feel surprisingly complicated. Money is deeply personal, and how you choose to invest it should reflect your values, not eat away at your long-term growth through hidden or compounding fees. Knowing where your money goes gives ... Read more
Q3 2026 performance review and outlook: How surging interest rates and AI volatility impacted portfolios
Stocks rose slightly during the third quarter of 2026, with the Morningstar Global Markets gaining 1.2%. There were two big themes this quarter – AI and interest rates. We suspect these are going to remain the big themes over the next few quarters as well. Interest rates surged this quarter on concerns about higher inflation ... Read more
What the push for AI safety means for tech stocks and data centers
Anthropic CEO Dario Amodei recently wrote a blog post where he argued that advancements in AI were moving too quickly for safety protocols to keep up. He argued that development of these frontier models, the most cutting edge AI models, must be “paced” to avoid the potential danger of AI doing something destructive. This blog ... Read more
The Fed’s September 2026 rate hike: What Warsh’s comments mean for investors
Federal Reserve Chair Kevin Warsh announced a 0.25% interest rate hike at the September 2026 FOMC meeting, marking a shift from talk to action in the fight against inflation. Warsh has spent the prior two Fed meetings saying the Fed was committed to price stability, but had refrained from actually hiking rates. However, recent economic ... Read more
Should you still own bonds given today's market risks?
The U.S. bond market faces a number of challenges for the remainder of 2026 and into 2027, which is leaving some investors in bonds worried about whether their money is at risk. I spent many years as a bond portfolio manager earlier in my career, and I do think the bond market faces some real ... Read more