Decisions, Not Drama

This is our blog—weekly commentary, monthly video portfolio updates, bold podcast episodes, and practical planning guidance written to help you make thoughtful moves without the noise.

We focus on what changes, why it matters, and what to do next. No hot takes, no jargon—just clear context on markets, taxes, and planning from a fee-only fiduciary team.

The Cash Flow Case for Value

LPL Research explores why value stocks are outperforming, how free cash flow drives returns, and the impact of AI spending on markets.A regime in transition.

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Weekly Bottom Line

In his Jackson Hole keynote, Fed Chair Kevin Warsh delivered a hawkish assessment, prompting market odds to shift firmly toward a near-term rate hike. The

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