We haven't seen an exciting IPO market in some time. These mega IPOs are changing the narrative. How have returns worked out for IPO's though? Take a look at the attached article from our friends at DFA to read more.

Listen in on political pundit Chris Cillizza's jagged path as he negotiates a new media environment (and income streams): https://www.buzzsprout.com/2523855/episodes/19066465-new-media-w-chris-cillizza.mp3?download=true

Every few years we hear about how gold is the place to be in a volatile market. It can help during times of global conflict. It can be a safe haven when countries print too much money. It can pay dividends to share holders. It can build exciting new products. OK, obviously these statements aren't true. Gold is a precious metal. If the price is high, there will be a push to mine more. While it can increase in value at different points in time, it can be very tricky to

As global market cap expands and the way most people invest being someway shaped by indexes, the question is whether that approach is changing investing as a whole. The following short article from DFA looks at this new (or old depending on perspective) concern that some have.

Frequently I hear participants in our retirement plans say that they feel they should "pay more attention". What they frequently mean by this is they should look at their 401K website or statements more and make more changes. Change for the sake of change isn't necessarily a good thing. The deeper and more frequent people check their account, the more nervous and anxious I find them to be. They also are more prone to make mistakes. If I looked at my account on July of 201

Only seven countries have ever won the world cup (Brazil, Germany, Italy, Argentina, France, Uruguay, England & Spain). Of those, only six are in the '26 World Cup. That is about 18.75% of the field. Of the other contenders, the Netherlands, US, Norway, Morocco, Japan, Mexico, Belgium, Columbia & Switzerland all technically have a shot albeit a long one. When we look at the IPO market, the newest IPO (SpaceX) as well as those that are expected to occur shortly like Anthrop

When it comes to investment news, the bolder the better. No one ever shows up on CNBC or Fox Business News and predicts things will probably go up and down a bit with the longer term trend being an upward one. That doesn't sell! You gotta either sell the hype (Dow 40,000 anyone, but back in 1999) or the doom & gloom (Dow 5000, but back in 2016). The middle isn't sexy and doesn't sell. Some people are constantly predicting doom and gloom and based on the averages, they get

The walk back is an arrow in the quiver of every good stock market prognosticator. You start with a bold announcement, ABC company is poised for record earnings because yada, yada, yada.... Another classic is the market call. US Stocks will be up XX% in year 20XX because "fill in the blank" will be rocket fuel for US companies. But what happens when the bold call is wrong? Enter the walk back. Company ABC faced unexpected headwinds from shrinking microwidgets to assemble

It's early 2026 and we are hearing all about what the "smart money" is doing. Sometimes those folks get it right, sometimes they get it wrong, and other times they do what we call in the business the "walk back". Take a look at how a number of analysts saw 2024 playing out in the below illustration:

One of the largest financial assets most Americans have are frequently tied to IRA's, employer retirement plans, and Roth IRA's. As we...

According to a survey titled 2025 Planning & Progress Study by NW, the top nine items were the following: 1) How much money will I need...

We all make financial mistakes. The question is what do we learn from them. Ebenezer Scrooge was famously visited by three ghosts. ...

The holiday season is a time for joy, giving, and togetherness—but it can also be a time of financial stress. Between gifts, travel,...

As the leaves turn and the holiday season approaches, most of us take a moment to reflect on what we’re grateful for. Family, friends,...

When it comes to social media, there's so much that grabs our attention and unfortunately so much that is just plain wrong. Here are a...

How are Michael Myers in Halloween & retirement similar? Hmmm, never thought about it. Here are a few things they have in common He...

The Jagged Path Episode #2, Globetrotting Bri is now live! Our guest discusses college majors, pouring Boilermakers to pay for school, balancing saving for her future & chasing her passion of global travel. Stream it anywhere you listen to podcasts. https://www.buzzsprout.com/2523855/episodes/17891847

Probably. Does it matter? Hard to tell. As a financial advisor our job isn't to predict market tops & bottoms (as CNBC or Fox Business...

QP Consulting, LLC is thrilled to launch our financial wellness podcast The Jagged Path. The show will focus on story telling as we try...

Trade offs of converting an IRA The reasons to convert a pre-tax IRA to a Roth are very specific to your household income and assets. ...