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One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | October 2026 Welcome Back to 2002 The 10-year Treasury yield crossed 5% last month for the first time since 2002. For context, the last time borrowing money cost this much, the iPod was about a year old and held roughly a thousand songs. Most people were carrying flip phones and playing Nickleback on a CD player. You printed directions off MapQuest before leaving the...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | September 2026 The Swoosh Went Back to 2014 On September 1, Nike closed at $38.12. The stock hasn't finished a day that low since 2014. Its all-time high was $161.91 in November 2021, which means the shares are down roughly 76% from the peak and have surrendered twelve years of progress along the way. Take a second with that. A company whose logo is on the shoes of...
One planning insight. Two charts that caught our eye. Helping you stay the course in under three minutes. Planning Insight | August 2026 Halftime Adjustments: A Mid-Year Tax Checkup Nick Saban won seven national championships by telling his teams not to think about them. His famous "Process" boiled down to ignoring the scoreboard and concentrating on "what you needed to do in this drill, on this play, in this moment." Your tax year deserves the same approach. The April outcome isn't decided...