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OUR THOUGHTS

Continuous Learning to Better Serve You

Discover "Why Didn't Anyone Tell Me This Before??"

Our blog about what we've learned as a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED KINGDOM ADVISOR® and wished someone had told us earlier.

A.I. Monthly Highlight

We asked A.I. for a monthly snapshot of trends in finance, planning, investing, and economics. Here’s the result. Please verify any A.I.-generated content. Educational purposes only. Not a recommendation or endorsement.

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Also Quoted In

Tech-Driven Markets Soar 25% as 2025 Kicks Off with Economic Resilience

January 2025 marked a month of resilience and cautious optimism in the financial world. The U.S. stock market demonstrated strength, with a 25% increase over the past year, though it remained flat in...

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01.25

12.24

Market's Year-End Triumph Despite December Dip

December 2024 marked a mixed finale to a remarkable year in financial markets. While the month saw the S&P 500 decline 2.4%, the broader 2024 story was one of substantial growth, with major indices posting...

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AI Boom and Post-Election Clarity: November's Market Renaissance

November 2024 has proven to be a month of transition and recalibration for financial markets following the U.S. presidential election on November 5th. As markets process the electoral outcomes and their policy...

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11.24

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