A different point of view on investing, markets, and life.
By asking the right questions, we uncover better answers.
Together, we'll reconnect you to what matters most and create a tailored wealth plan that empowers you to take control of your financial affairs, giving you the confidence that you’re on the right path.
Old Ammunition
Everyone is watching the Fed. But rates are rarely driven by one thing, and AI is changing the rules central banks rely on.
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What Happens at All Time Highs
27 record highs, a 13.2% year to date and a bull market that's still young. Why a market at all-time highs has historically been a better place to be invested than a reason to wait.
The Dreaded 5-Handle
US and Australian 10-year yields are both above 5%. History says equities have been held back in this zone, but not dramatically. What matters more is why yields are rising.
This Bull Market Isn't Even in the Top Half. Here's the Chart That Shows It
The S&P 500 is up 116.9% since October 2022 — only the fifth-best bull market since 1966. Here's what history says about what "too far" actually looks like.
We've Been Here Before. Here's the Chart That Proves It.
The Situational Awareness blowup rattled AI stocks. But a chart comparing Netscape and ChatGPT suggests we've seen this before — and what came next.
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Half Time. And the Score Might Surprise You.
After all the hand-wringing over the Middle East, oil prices, and the Fed, the first half of 2026 delivered a very different outcome than most expected.
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