How to Change the World: Lessons from a Navy SEAL
In our weekly blogs, we like to offer perspective—usually it’s about the markets, planning, or strategic decision-making. But sometimes, the best kind of insight has nothing to do with finances and everything to do with leadership,…
College Planning 101 (2025 edition)
Kids cost a lot. As financial planners, we know the expected average cost that a child can be to a family. As a parent, I know that the actual figure can be much more than that average. In this blog, I will talk about one of the…
DWM’s 1Q25 Market Commentary+: Short-Term Pain for Long-Term Gain???
It’s an anxious time for pretty much everyone. No one likes to see their wealth slashed quickly. The Trump Administration has said we may need to take upon some short-term pain for long-term gain, but who likes any pain? We’ll start…
Seeing Through Stock Market Anxiety
We summarized our November “Election Uncertainty is Over, but What Now?” blog by writing “election uncertainty is over but now we have policy uncertainty.” Boy, was that an understatement! Fifty-some days into Trump’s new presidency,…
Social Security Fairness Act: A Game Changer for many Teachers, Firefighters, Widowers & More…
On January 5, 2025, President Joe Biden signed into law the Social Security Fairness Act (“SSFA”), a landmark piece of legislation aimed at rectifying long-standing inequities affecting public sector employees. This Act repeals the…
How Will DeepSeek Impact The AI Innovation Being Led By NVIDIA?
By now, we are sure you have heard about DeepSeek, the Chinese startup which introduced a cost-effective AI model in late January that spooked the global tech markets with Nvidia’s (NVDA) stock dropping 17% on January 27th. Not…
The Financial Impact of a Super Bowl
The Super Bowl isn’t just the biggest event in US sports- it’s a massive financial machine. Whether your favored team won or lost this past weekend, all participants in this great sporting competition stand to benefit. The Winners…
U.S. Tariffs: How They Affect Consumers and Investors
Tariffs, taxes imposed on imported goods, have long been a tool in U.S. trade policy, used to protect domestic industries, address trade imbalances, and respond to international disputes. In recent years, tariffs have made headlines…
Financial Habits of Gen Z
As a firm that serves clients as old as 100 years and as young as teens, we see first-hand that generational finance habits can vary drastically. For boomers, gen X, and millennials, this difference seems more nuanced. However, with…
Beyond Index Funds: Unlocking Portfolio Potential in Today’s Market
Index funds have become synonymous with low-cost, efficient investing, and for good reason. They offer broad market exposure, low fees, and a straightforward way to participate in market growth. But as markets evolve, relying solely…