Special Report
Woman From Tokyo
A Deep Purple classic frames a look at markets, momentum, and staying the course through change.
Financial Insights & Special Reports
Concise, expert commentary on the trends shaping your money
Explore the key topics shaping today’s markets — from inflation and interest rates to energy, ESG, and tariffs. Each report offers plain-English perspective from our fee-based, fiduciary team to help you stay informed and invested with confidence.
Special Report
Silver and Gold
How silver and gold led the 2025 surge in hard assets — GDX, SIL, REMX, COPX and more.
Special Report
Mountain Jam
Inspired by Duane Allman — parallels between music, market risk, and mindful investing.
Special Report
Hold On Loosely
Investors long assumed bonds would cushion a stock downturn. That assumption is being tested.
Special Report
Do Tariffs Have Any Positive?
How tariffs impact markets — and how planning and diversification help you navigate uncertainty.
Special Report
Dreams
Planning insights for staying ahead of market trends, investment strategy, and debt-crisis risk.
Special Report
The Land of Confusion
Market trends, investing strategy, and SECURE Act tax-saving opportunities, explained.
Special Report
Listen to the Music
AI-driven stocks, zero-day options, and global opportunities in today’s dynamic economy.
Special Report
Electric Avenue
AI, crypto, and EVs share one thing in common: electric. What that means for the decade ahead.
Special Report
Money
Inflation is back and here to stay — and we’ve entered the next phase: wage inflation.
Special Report
Signs
Timing the market is nearly impossible when information moves at light speed. Read the signs.
Special Report
Changes in Latitudes, Changes in Attitude
A shift of investor capital from lofty tech into undervalued smaller companies may be coming.
Special Report
How will ESG Impact Investments?
BlackRock manages $9 trillion — including the federal TSP. What ESG means for your money.
Special Report
Against the Wind
Rising rates have rattled banks, insurers, and pension funds. What it means for investors.
Special Report
Wind of Change
Why the war on fossil fuels was, in our view, a root cause of the difficult 2022 market.
Special Report
Is it Safe to Go Back Outside?
After transitory inflation and 3.75% of rate hikes, is it safe for investors to step back in?
Special Report
Financial Plumbing Problems
2008 was a banking crisis. Today’s is a sovereign-debt problem — too much government debt globally.
Special Report
Buy, Hold and Hope…or?
Many investors are positioned for the last decade. Energy and resources may lead the next.
Special Report
Are Market Tremors Foreshadowing Something Bigger?
The Fed’s back is to the wall: raise aggressively and risk recession, or wait and risk inflation.
Want these insights applied to your own plan?
Talk with a fee-based fiduciary advisor in Central Ohio — no obligation.