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The Power of Pivot: Adapting and Thriving in a Changing Political Climate By Vaughn Woods, CFP, MBA   As we reflect on the recent U.S.

Improving the Link Between Spending and Federal Deficits: How Efficiency Impacts Your Investments   Awareness Encourages Support of Policies That Promote Efficiency Dear Valued Investors,

Building Wealth Beyond the Buzz: How We Cut Through the Noise Dear Valued Client, It’s easy to get caught up in the excitement of the

Navigating the Election Cycle: A Technical Analysis Perspective By Vaughn Woods, CFP, MBA Fear is a common emotion leading up to presidential elections, especially in

    Understanding the Sharpe Ratio and Market Outlook By Vaughn Woods, CFP, MBA As you may know, the Nasdaq 100 Index (NDX) recently experienced

Recent data paints a concerning picture for US manufacturing, raising questions about the overall economic outlook and exacerbating the challenges faced by consumers already grappling

Navigating Recent Market Volatility: A Healthy Correction or a Sign of Deeper Concerns? The recent stock market pullback, while unsettling, is a natural correction in

At a Crossroads America’s Economic Future – Growth or Dirigisme? By Vaughn Woods, CFP, MBA In this month’s economic update, I introduce the idea that

AI and Silos of Uncertainty   In an era marked by rapid technological advancement and socio-political shifts, investors face unique challenges that require a nuanced

The Link Between Uncertainty and Risk Demystifying the Unknown   By Vaughn Woods, CFP, MBA   Are you keeping an eye on the intricate ballet

Access Struggles to AI and Energy in the Financial Sphere By Vaughn Woods, CFP, MBA In the relentless rhythm of global economics, fossil fuels have

Navigating the Rapidly Evolving Economic Landscape: Rebalancing as a Portfolio Strategy Vaughn Woods, CFP, MBA The US stock market is on a whirlwind path, galvanized