INSIGHTS

January 16, 2026

Elizabeth Evans on CNBC Closing Bell 1/15/26: Financials & Defense Stocks Look Interesting

January 15, 2026

Elizabeth Evans on Fox Making Money 1/14/26: 2025 Reflections, 2026 Investing Opportunities

December 29, 2025

Brooke May on Bloomberg 12/29/25: Broadening Market Participation for 2026

December 19, 2025

Elizabeth Evans on Fox Making Money 12/18/25: 2026 Market Outlook Promising

November 25, 2025

A Multi-Generational Opportunity—Preserving Stories & Stewarding Family Wealth

November 18, 2025

2025 Year-End Reminders: Insights from a Financial Advisor & Tax Advisor

November 13, 2025

Elizabeth Evans on Fox Making Money 11/13/25: Strong Earnings and Bullish Markets

November 5, 2025

Brooke May on Bloomberg Open Interest 11/05/25: Optimistic Year-End Market Outlook

November 3, 2025

The U.S. Deficit, Dollar, & Your Investments with Jack Janasiewicz

November 3, 2025

Elizabeth Evans on Fox Making Money 10/31/25: AI Innovation Drives Earnings Season

October 27, 2025

Brooke May on CNBC Closing Bell 10/24/25: Time to Rebalance?

October 17, 2025

How to Start Building Wealth