Once again, Washington is in the headlines as lawmakers wrestle over a new spending plan and the...
How Government Shutdowns Really Affect the Economy and Your Investments
How Government Shutdowns Really Affect the Economy and Your Investments
How government shutdowns impact the economy and your investments, and why focusing on long-term fundamentals over political headlines is crucial.
September 29, 2025
2
min read
Are We in a Stock Market Bubble? Understanding Valuation and Risk
Are We in a Stock Market Bubble? Understanding Valuation and Risk
Stock market highs raise bubble concerns, but a diversified, long-term investment strategy remains crucial.
September 24, 2025
3
min read
Why I Don’t Chase Market Headlines
Why I Don’t Chase Market Headlines
Don't let market headlines dictate your investment strategy. Discover why patience and a big-picture approach are key to long-term financial success.
September 22, 2025
2
min read
The Retirement “Experience Gap”: Why Having Money Isn’t the Same as Enjoying It
The Retirement “Experience Gap”: Why Having Money Isn’t the Same as Enjoying It
Discover why having a retirement nest egg isn't enough and learn how to truly enjoy your wealth with intentional planning and spending strategies.
September 16, 2025
2
min read
Why Are Markets Near All-Time Highs If the Economy Is Slowing?
Why Are Markets Near All-Time Highs If the Economy Is Slowing?
Discover why markets can hit new highs despite a slowing economy, and how strong corporate earnings and potential rate cuts play a crucial role.
September 8, 2025
1
min read
AI Is Already in Your Portfolio
AI Is Already in Your Portfolio
AI is transforming diverse sectors. If you have a diversified portfolio, you’re likely already invested in AI's growth without needing specialized funds.
September 4, 2025
2
min read
August Market Commentary – Staying Balanced in Uncertain Times
August Market Commentary – Staying Balanced in Uncertain Times
Markets climbed in August amid earnings strength and low volatility, despite economic uncertainties and interest rate concerns.
September 3, 2025
2
min read
Waiting Until It’s Urgent
Waiting Until It’s Urgent
Avoid financial stress by focusing on proactive planning. Learn how Covey’s Quadrant II can help you make better decisions for a secure retirement.
August 26, 2025
3
min read
Understanding Fiduciary Duty: What It Means for You
Understanding Fiduciary Duty: What It Means for You
Understand the importance of fiduciary duty and learn how to identify advisors who prioritize your best interests with ongoing guidance and transparency.
August 20, 2025
2
min read
Will Your Money Last as Long as You Do?
Will Your Money Last as Long as You Do?
Planning for longevity in retirement is crucial. Balance spending, investments, and Social Security to ensure your money lasts as long as you do.
August 19, 2025
2
min read
Posts by Dennis Coon:
Stock markets are hitting new highs, and artificial intelligence stocks keep going up. This makes...
Turn on the TV or open your phone and you’ll be told the market is crashing, inflation is...
Most people spend decades carefully building their retirement nest egg. They save diligently, live...
It’s a fair question: how can the stock market keep climbing when we’re seeing headlines about a...
You can’t turn on the news these days without hearing about artificial intelligence. Whether it’s...
The stock market continued to climb in August, reaching new highs, and bonds also chipped in with...
I first came across Stephen Covey’s 7 Habits of Highly Effective People early in my career, back...
“Fiduciary” should mean something — and it does. It reflects the highest standard of care and...
When I tell clients we plan as though they’ll live into their 90s, the reaction is almost always...