Alternatives
December 2025
Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of [...]
Read more Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
October 2025
October 2025 Market Update: There’s Gold in Them Thar Hills
What a difference a couple quarters can make. It was a six short months ago that it seemed the markets were headed for disaster. Many investors were pulling money [...]
Read more October 2025 Market Update: There’s Gold in Them Thar Hills
June 2025
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P [...]
Read more Summer Market Update: Opportunities in the Wild (Market)
April 2025
April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.” To all [...]
Read more April 2025 Market Update: High and Dry
January 2025
Alternatives: Managed Futures for Dummies
Ever since I started in the business, the idea of how to get real diversification has always interested me. Especially today, many markets all seem to move in the [...]
Read more Alternatives: Managed Futures for Dummies
Something went wrong, please try again later or contact the site administrator
Recent posts
-
Test Podcast
February 14, 2026 -
Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
December 21, 2025 -
Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
December 14, 2025 -
Gen Xers Face Retirement Saving Gap Without A Plan
November 21, 2025 -
Americans Want Passion Projects and Adventure in Retirement
November 9, 2025 -
ABLE Accounts For Disability Are Expanding In 2026
October 30, 2025