Newsletter & Blog
Our latest research and news.
The bulk of S&P 500 gains this year come from these 5 stocks.
Unlock the triple tax advantage of an account you may not be using.
Who’s Ready For Summer Vacation?!
Suggestions for your prudent summer travel plans.
Where Retirees Spend Their Money
Tips for mitigating expenses during your golden years.
Bank reform dialogue is heating up.
Why One is Better Than Three
What the treasury market is saying about politics in DC
Are tax refunds interest free loans to the government, or a forced savings?
The Capital View-March 2023-Future Regrets
People don’t necessarily want the truth for many things in life – especially politics, relationships, and investing – we want certainty….
What’s The Fed’s Next Move?
Fixated on the Fed, markets await their next move.
Reasons To Sell
Travis and Steve discuss reasons to sell and why it wouldn’t be in your best interest.