top of page

Join Our Newsletter!
Search


Understanding Recent Credit Market Concerns
There's an old saying that criminals rob banks because that's where the money is. Today, though, money isn't only held at traditional banks. It's spread across many different types of financial companies. After the 2008 financial crisis, policymakers wanted to make banks safer. However, this shift has created new challenges. With some recent company failures raising worries about cracks in credit markets, it's helpful for long-term investors to understand what this really mea
Chris Harris, FMVA
Nov 174 min read
Â
Â
Â


Retirement Planning: Social Security COLA and Portfolio Considerations
For retirees and those approaching retirement age, there is no goal more important than ensuring their savings will support a long retirement. This challenge has been compounded by inflation over the past several years, which has eroded the purchasing power of cash savings. Today, prices remain elevated for the key spending areas affecting retirees the most, including healthcare, housing, and everyday necessities. Even though stocks and bonds are well-positioned to meet this
Chris Harris, FMVA
Oct 304 min read
Â
Â
Â


Market Swings and Trade Tensions
Recently, the stock market saw its biggest one-day drop since April. This happened because of growing tensions between the U.S. and China over special metals and trade fees. The selloff didn't last long, though. Markets bounced back after the White House used gentler language about trade. For people investing for the long term, these ups and downs might feel familiar after a quieter period in the markets. Even with trade uncertainty this year, markets have done quite well. Th
Chris Harris, FMVA
Oct 133 min read
Â
Â
Â


Market Update for Q4 2025: Understanding Mixed Economic Signals
Market ups and downs are a normal part of investing. This year has seen plenty of both. When markets fall(like during the tariff...
Chris Harris, FMVA
Oct 23 min read
Â
Â
Â


Protecting Your Portfolio Against Inflation's Impact
Natural disasters teach us valuable lessons about preparation. Just as earthquakes strike suddenly while erosion occurs gradually, both...
Chris Harris, FMVA
Aug 213 min read
Â
Â
Â


Understanding the "One Big Beautiful Bill" and What It Means for You
The new tax law and spending bill, aka the "One Big Beautiful Bill," was recently passed by Congress and signed by President Trump on...
Chris Harris, CFP® , FMVA
Jul 83 min read
Â
Â
Â


Q2 2025 Market Recap: Headlines, Highs & Holding On
What a ride! The second quarter of 2025 threw a little bit of everything at investors—trade tariffs, geopolitical drama, policy...
Chris Harris, FMVA
Jul 12 min read
Â
Â
Â


Navigating the Conflict in the Middle East
The ongoing conflict between Israel and Iran has grabbed worldwide attention and made financial markets uncertain. Israeli attacks on...
Chris Harris, FMVA
Jun 174 min read
Â
Â
Â


Navigating Estate Planning in an Era of Tax Law Changes
Building wealth through years of disciplined saving and smart investing naturally leads to questions about how to transfer these assets...
Chris Harris, FMVA
Jun 53 min read
Â
Â
Â
bottom of page
