As we hit the halfway mark in the year, it’s a good time for a check-in. Not guessing or forecasting what will happen, just a look at what has recently happened, measured against what we thought might happen.

When planning for retirement and stepping into it, one of the bigger topics that inevitably comes up is how Medicare factors into your overall financial plan. Here are the five questions we hear most often from our clients, and how we like to think through each one together.

“Should I buy the SpaceX IPO?” I’m not going to tell you whether you should buy it or not. That’s not what this is. What this is, is me making sure you fully understand what you’re really looking into before doing anything.

The portfolio that loses less has a much smaller climb back to even, which means your money is working for you sooner. For investors taking income in retirement, this third leg can add stability that may help a retiree feel more confident.

What's notable is that expectations rose, not fell, as the conflict unfolded, a pattern that stands in contrast to how earnings estimates typically behave during periods of stress. But the more interesting story isn't what prices did. It's what's underneath them.

You've probably seen the headlines lately. Words like "redemption requests" and "liquidity concerns" showing up alongside private credit funds. So let's break it down, what's happening, why it matters, and what it means for your portfolio.