Looking Past the Hype: An Investor’s Guide to IPOs
Anticipated IPOs like SpaceX, OpenAI, and Anthropic are generating significant excitement, but history suggests IPOs are often challenging entry points for investors. Early performance tends to lag broader markets, with volatility and high expectations already priced in. A more measured approach may offer a more stable path to long-term ownership.
May 2026 Market Recap: Fed Transition Underway
Global markets moved higher in May, driven by strong earnings and continued enthusiasm surrounding AI. At the same time, Kevin Warsh stepped in as Fed Chair during a challenging period marked by persistent inflation and moderating growth. The Fed now faces a delicate balancing act as it navigates competing economic pressures and shifting market expectations.
Why “No State Income Tax” in Tennessee Doesn’t Mean You Pay Less in Taxes
Tennessee’s lack of state income tax makes it an attractive destination, but it doesn’t automatically mean lower taxes. From high sales tax to rising housing costs and federal tax exposure, many retirees are surprised by how much they still pay. True tax efficiency requires more than choosing the right state; it requires a strategy.
April 2026 Market Recap: Strong Earnings Drive Global Equity Rally & Diversification Benefits
April 2026 marked a powerful recovery in global markets, fueled by the strongest corporate earnings growth in nearly five years. With mega-cap technology leading the charge and international and emerging markets outperforming, diversification proved critical. Here’s what investors need to know moving forward.
April 2026 Market Outlook: Q1 Performance, Bond Yields, and Investment Opportunities
In this video, Ben Hockema reviews Q1 2026 market performance, bond yield shifts, and the impact of global events, along with key investment opportunities for the months ahead.
Tax Guide: AGI, Deductions & Capital Gains
A practical guide to understanding key tax concepts, including AGI vs taxable income, standard vs itemized deductions, capital gains, and avoiding penalties.
Strait of Hormuz Closure & Market Impact
Global markets pulled back in March 2026 as the ongoing Iran conflict and closure of the Strait of Hormuz fueled inflation fears and rising energy prices. While U.S. equities, particularly technology, faced sharp declines, value stocks and international markets showed resilience. Despite near-term volatility, economic fundamentals remain strong, supporting cautious optimism for resolution and recovery.
Create Your Own Private Pension: Turning Retirement Savings Into Reliable Income
Most retirees no longer have pensions, but that doesn’t mean you can’t create one. Learn how to transform your portfolio into a reliable, tax-efficient income stream that supports your lifestyle throughout retirement.