Talking Points for the Week That Was and the Week Ahead Quote of the Week: “Beating the competition is relatively easy. Beating yourself is a never-ending competition.” — Old Nike ad Behavioral Spark The labor market is weakening, inflation is sticky, and rate cuts are back in focus. It's
Why I Believe in Technical Analysis Professionally, I’ve been using technical analysis (TA) since the 1990s. I believe in its value. That said, I know it’s not for everyone, and that’s okay. So, what is technical analysis? At its core, it’s the study of price. And
“We help people grow healthier, perform better, lead stronger, and make wiser decisions.” – Dr. Phil Pearlman Our second guest on the Invest Well, Be Well podcast was Dr. Phil Pearlman—and he was an ideal fit for our mission of wiser investing and stronger living. With a background spanning finance,
Dr. Daniel Crosby was the perfect guest to launch the Invest Well, Be Well podcast. The show's tagline—wiser investing and stronger living—fits seamlessly with Dr. Crosby’s message and mission. The conversation centered on his latest book, The Soul of Wealth, which already deserves a spot
The Week That Was: * Stocks surged again. The S&P 500 and Nasdaq hit record highs for a second week in a row, supported by improving trade clarity and strong earnings from names like Alphabet. * Value edged out growth. Despite mega-cap dominance, the rally broadened—helping portfolios that are
The stock market has long been an engine of growth for investor portfolios. That makes sense—it reflects and participates in the steady expansion of the global economy. Over time, stocks have treated investors well. That said, are investors currently over-allocated to equities? Several surveys suggest that U.S. investors
Successful investing is more about mindset than methodology. More about habits than intuition. More about wisdom than intelligence. And more about consistent behavior than fleeting emotion. This insight is at the heart of behavioral finance, a field that has grown in prominence over the past few decades. While the mainstream
Serving others—both personally and professionally—is a foundational practice for everyone, every day. I believe it’s the key to personal joy and satisfaction, and a driver of professional progress and success. When it comes to service, my philosophy boils down to a simple formula: X+1. Let’s
Leading investments thought leader Cliff Asness once said, “People are not crazy, they’re just human.” That insight is at the heart of the so-called Behavior Gap. The Behavior Gap—a term popularized by Carl Richards—refers to the difference between an investment’s return and the return an investor
Where Ranching Meets Investing The time on the ranch taught me about discipline, patience, and simplicity. While I might not have been the strongest ranch hand around, the experience reconnected me with my roots and reminded me what really matters—in life and in investing. The parallels between ranching and
When I tell people I’ve worked as both a cattle ranch hand and a Wall Street Chief Investment Officer and Strategist, the usual reaction is a laugh or a look of disbelief. But those two worlds—seemingly miles apart—have shaped my 35-year journey in the financial markets more
Invest Well, Be Well Podcast The Invest Well, Be Well podcast is here. And it's about just that: wiser investing and stronger living. Wiser investing is rooted in principles and practices for long-term success. It’s about having a sound methodology, but even more importantly, the right mindset.