Globalization isn’t dead. It’s changing.

This week we’re taking a deeper look at tariffs (as of today!) and the impact of the economy. Steve Watson Equity Portfolio Manager with the Capital Group (home of the American Funds) takes a look…. The latest round of tariffs launched by the U.S. government in early...

A chart that puts market volatility into perspective

President Trump’s tariffs have put market volatility back in the spotlight. After tariffs on nearly all trading partners were announced on April 2, the S&P 500 Index briefly descended into bear market territory — a rare sign of extreme economic pessimism when...

Dentists, are you getting the most out of your 401k plan?!

You might have a 401k plan but is it working in a way that’s bringing you and your employees benefits? If you don’t have one you are missing out on one of the top benefits for employees, according to DentalPosts 2025 Salary survey. For over 20 years we have worked...

How to Handle Market Declines

It’s been a tough year for investment markets. The S&P 500 is down -8.47% year to date. You wouldn’t be human if you didn’t fear loss. But smart investing can overcome the power of emotion by focusing on relevant research, solid data and proven strategies. There...

Last quarter seems so long ago…tariffs anyone?

The quarter ending March 31, 2025 seems like eons ago. Quick review: S&P 500 stocks was down 4.3%, International (DM) Developed Markets was up 7.0% and US Bonds was up 2.8%. Being well diversified was key in the first quarter of 2025. The most recent topic is...