Is Now a Good Time to Buy a Home?
Recently, we’ve had a few clients ask us if it’s the right time to buy a home. It’s a fair question, and one that doesn’t have a single answer. Mortgage rates, home prices, and the broader economy are all pulling in different directions, creating…
DWM’s 3Q25 Market Commentary: The Market’s Playoff Push
First Pitch: A Season of Surges and Slumps Much like the Chicago Cubs’ 2025 season, the stock market’s path this year has been anything but linear. January opened with confidence — economic data came in strong, the Fed appeared poised…
Why the AI Revolution Could Make or Break the Economy
This blog shares its title with last week’s episode of the Prof G Markets podcast, “Why the AI Revolution Could Make or Break the Economy.” In that conversation, hosts Scott Galloway and Ed Elson were joined by economist Justin…
Lunar Phases and Stock Market Returns: What We Can Learn from Our Emotions While Investing
A rising tide lifts all boats” is a familiar phrase in the financial world, often used to describe broad shifts in market sentiment that influence returns. While catchy, it doesn’t explain the forces behind these movements. What…
Why Practical Skills Mean More in the Age of AI
As most of the people reading this blog have experienced first-hand, GPS absolutely revolutionized the way we travel. Well, it didn’t materially change the way that we travel. It also didn’t get us to our destination faster. Maybe it…
DWM summer update: Can you believe summer is almost over?
School is starting, the sun is coming up later and going down sooner. Yes, summer is almost over. We hope you have had a great one. Here at DWM, we’ve all had a super summer. All of us have taken trips, enjoyed family and friends and…
“There is no such thing as a free lunch” – The Hidden Costs of Free Trading Apps
In recent years, trading platforms like Robinhood have grown immensely popular by offering commission-free trading, especially among the younger generations who are inspired to beat the market by flashy films like Wolf of…
The “One Big Beautiful Bill Act” (OBBBA) – Tax Changes & Key Components
INDIVIDUALS 1. Permanently extends the “Tax Cuts and Jobs Act” (TCJ) passed in 2017 which was set to expire at the end of 2025. 2. Tax Rates are made permanent, subject to inflation adjustments. Top Rate 37%. 3. Standard Deduction,…
DWM’s 2Q25 Market Commentary
Happy July! Can’t believe we are half way through the year! The markets have been anything but stable this year. Incredibly enough, the stock market (represented by the S&P500) registered an all-time high to finish the second quarter…
Stars, Stripes, and Surprises: 5 Fascinating Facts About the Fourth of July
Every year on July 4th, Americans fire up the grill, gather for fireworks, and proudly wave the flag in celebration of Independence Day. But behind the parades and patriotic songs are some lesser-known facts that add even more color…