Investment/Market Commentary: Tailwinds Return as Energy Prices Ease

Market Commentary /

Global stocks surged during the second quarter as oversold conditions in March and de-escalation in the Middle East created ripe conditions for a rally. In the United States, the large-cap S&P 500 index climbed by 13%, while the small-cap Russell 2000 index increased by nearly 25% (yCharts). International performance was led by emerging markets, which […]

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Maximizing Your Publix Retirement: ESOP, 401k SMART Plan, and the NUA Exit Strategy

Tax Planning /

Publix has become one of the Southeast’s most successful grocery store chains in history, operating 1,432 locations throughout the region and especially Florida.  With net profits approaching $5 billion in 2025, the company clearly knows how to do business.  These profits are shared with employees in the form of Publix stock grants through the company’s

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(Video) Tactical Investing Systems For Turbulent Times & Markets

Investment Strategy /

Below is a video of my webinar last year with XYPN on how to build a defendable, evidence-based tactical asset allocation process within the framework of a long-term oriented financial planning practice. This webinar was for other financial planners trying to improve their own investment processes, but I thought clients and other folks would be

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Economic/Market Commentary – 5 Charts We’re Watching in Spring 2026

Investment Strategy /

The new year brought with it renewed market volatility. Following over 40% run-ups in the S&P 500 and MSCI All-Country World Indexes from their April 2025 lows through their 2026 peaks, stocks have given back some gains, and many country indices are now in correction territory (YCharts). Year-to-date, energy stocks have reigned supreme, with the

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Conflict In The Middle East (Iran) – WELLth’s Analysis & Outlook

Market Commentary /

Rising tensions between Iran and the West have been simmering for months, with periodic attacks and harsh rhetoric in 2025 signaling a dangerous drift toward escalation. That slow burn ignited on February 28th with the joint U.S.–Israel strike that killed Iran’s Supreme Leader, sending markets into turmoil. (Al Jazeera).  Since then, global markets have dropped

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