A wider 
perspective

A wider perspective

A different point of view on investing, markets, and life.

Clarity, Confidence & Control

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.

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This One Chart
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Aug 13
4 min

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.

August 13, 2026
This One Chart
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Aug 4
4 min

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.

August 4, 2026
This One Chart
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Jul 17
5 min

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.

July 17, 2026
This One Chart
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Jul 12

The Mag-7 Dip Nobody's Talking About

Turn on the news this year and you'll hear two stories. Iran. And AI.

July 12, 2026
This One Chart
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Jul 5

The Truth About Private Credit and Valuations

The AFR raised a fair question about private credit valuations last week. Here's what investors actually need to understand before drawing the wrong conclusions.

July 5, 2026
This One Chart
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Jun 14

The SpaceX IPO. Let's be honest.

SpaceX went public. It did well. But when the same brokers selling you the stock are also telling you it can only go up, that's exactly when I get uncomfortable.

June 14, 2026

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