A Day at the Theme Park Theme parks like those at Walt Disney World are popular with both young and old, as they provide a journey into a world of fantasy. A trip to Disney World allows visitors the opportunity to experience thrill rides, fantasy shows, culinary treats, and more. But how does this relate … Read more

The markets continued to march higher in September, but is there more to the story? Certainly, there is, but first the data.

October is Estate Planning Awareness Month, a timely reminder that planning for the future isn’t just about managing finances; it’s also about providing peace of mind.

Retirement planning is challenging enough when all the “rules” remain the same. However, investing can feel even more uncomfortable when social or economic conditions shift and create a sense of uncertainty.

September is also when traders return from their summer vacations and work on rebalancing portfolios heading into the end of the year

Waiting! It seems we are all waiting for something and waiting for it all the time! Stop lights. Check-out lines. Tax refunds. Investment returns.

Owning and operating a family farm is as much of a way of life as it is a way to make a living, so thinking about what happens down the road can sometimes go by the wayside.

American exceptionalism is alive and well, with pillars of our society such as the freedom of speech and worship, ownership of property, voting in elections at every stage of our political system, as well as the freedom to invest.

Wonderful World for Investors – Or is it? Walt Disney World considers itself as “The Most Magical Place On Earth”, while Disneyland considers itself “The Happiest Place On Earth” (at least according to Disney’s marketers).

Let’s dig into the markets and various segments of the economy to see how these slogans may be used in 2025.