Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Stocks climbed on growing expectations of a September Fed rate cut, with small-caps outperforming large-caps by the widest margin since April. Inflation readings were mixed—CPI supportive of cuts, but PPI showing the biggest
Eric Clarke isn’t just a former boss of mine—he’s a hiking buddy, a dear friend, and one of the most intentional leaders I know. As the founder and former CEO of Orion, Eric is a legend in the fintech and wealthtech worlds, and he still has a
Talking Points for The Week That Was and the Week Ahead “In the end, our life is ultimately a collection of what we pay attention to.” — William James * Nasdaq Hits All-Time High – Tech led the charge, with Apple soaring +13% after pledging $100B for U.S. manufacturing. The S&
Listen to the episode: Jim Ware: The Culture Factor – How Great Investment Teams Win Interviewing Jim Ware was a real treat for me. As someone who has bought nearly all of his books—read them too!—and been clearly influenced by his thinking in my own approach to managing investment
This interview was packed with insights for investors and financial advisors. As one listener wrote to me, “Wow, that was a master class—amazing episode.” And it truly was. Jurrien Timmer is a 30+ year veteran at Fidelity Investments. In this conversation, Robyn and I explored Jurrien’s fascinating career
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