by Jon C. Goodman | Sep 14, 2026 | Uncategorized
Sometimes what matters most is hiding in plain sight. In this week’s Wealth Advisory, we look beyond the familiar S&P 500 and Nasdaq headlines to what’s happening underneath them. After years dominated by mega-cap growth and technology, value stocks, small caps,...
by Jon C. Goodman | Aug 31, 2026 | Uncategorized
Greetings! Some of the best things in life work quietly in the background, compounding their benefits over time. That idea runs through this week’s Advice for the Good Life. In this week’s Wealth Advisory, we look beyond the headlines surrounding artificial...
by Jon C. Goodman | Aug 24, 2026 | Uncategorized
Greetings! As summer begins its slow surrender to fall, this week’s Advice for the Good Life is about something deceptively simple: keeping things in perspective. In this week’s Wealth Advisory, we tackle some decidedly big numbers—tariff refunds, a widening federal...
by Jon C. Goodman | Aug 17, 2026 | Uncategorized
Greetings! Summer has a way of reminding us that some of the best things in life—and investing—come from knowing when to act and when to simply stay the course. In this week’s Wealth Advisory, we begin with markets, where stocks are once again setting records even as...
by Jon C. Goodman | Aug 11, 2026 | Uncategorized
Greetings! Election season is heating up, and if history is any guide, so will the rhetoric. But while elections matter greatly to us as citizens, they’ve historically mattered far less to long-term investment outcomes than the economy, earnings, inflation, and...
by Jon C. Goodman | Aug 3, 2026 | Uncategorized
Greetings! August has a way of sharpening our focus. Summer begins to give way to new routines, markets continue to test investors’ resolve, and many of us find ourselves asking whether we’re spending our time, energy, and resources on what matters most....
