January 31, 2026

January 31, 2026: Behavioral Biases, Proxy Power, and Planning for the Future
Nostalgia, Narratives, and Portfolio Risk; The Power Behind the Proxy; Front-Loading College Savings: The 529 Superfunding Strategy; Signals from the Fed and Silicon Valley

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December 13, 2025

December 13, 2025: The Fed, The Trades, The Texas Exchange & Meta’s Big Move:
Market Recap + Fed Watch; Trump Trades; New Kid on Wall Street? Meet the Texas Stock Exchange; Meta’s $27 Billion Off-Balance-Sheet Move

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October 11, 2025

Haunted by Costs: Halloween Budgets, AI Bubbles & Financial Futures:
Shrugging off a Shutdown; Cost of Keeping it Creepy; The AI Boom: Smart Bet or Costly Hype; Out of Money or Out of Time

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August 23, 2025

Celebrities Crushing It as Investors; Property Taxes, Insurance and Escrow: DIY or Leave It to the Lender? Volatility, Interest Rates and Tech as Value

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August 2, 2025

Fed Holds Rates, No Set Plan for a Rate Cut; Matthew Reed, CPA/ABV: Post-Tax Season Debrief and OBBBA Changes that Affect You; Part 2, Evolution of Payments: Stablecoin

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July 26, 2025

Third of the Way Through Earnings Season; The Fed’s Big Influence; Too Many Millionaires, Not Enough Pool Chairs; From Cash to Tap: How Credit Cards Changed Everything

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June 7, 2025

Trade Talks with China, PCE Deflator, and Consumer Sentiment; Interview with Christopher Reeves, Esq.

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January 18, 2025

Market Roundup: Jan. 13 – Jan. 17, 2025; The Evolution of the Starter Home; Case Study: Financial Independence, Retire Early; What Might Shape 2025

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October 26, 2024

Market Roundup: Oct. 21 – Oct. 25, 2024; Case Study: Creating a Legacy of Philanthropy; Q&A Time: Georgia’s Tax Rebate and Diversifying with International Stocks

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