“The history of markets is one of overreaction in both directions.” - Peter Bernstein Markets posted mixed results in October, with large-cap U.S.
The Growth and Planning Phase: Turning Momentum into Progress
As your career and finances mature, your priorities begin to shift. While the early years were about building habits and laying a foundation, now it’s
Stock Market Commentary– October 2025
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” - Bill GatesSeptember
2026-2027 FAFSA Application – What You Need to Know
After two rocky years, the FAFSA is back on schedule. The FAFSA Deadline Act, signed in December 2024, now codifies October 1 as the fixed launch
Stock Market Commentary– September 2025
“Headlines, in a way, are what mislead you. Because bad news is always a headline and gradual improvement is not.” - Bill Gates August was a strong
Stock Market Commentary– August 2025
“The real key to making in stocks is not to get scared out of them” – Peter Lynch July was a relatively uneventful month for the US stock market,