by Guest | Jan 6, 2026 | Investing long-term
In this video, Focus Partners’ Jason Blackwell shares some reflections on 2025 and explores themes to watch out for in 2026. On paper, it was a great year for investors. Looking back on 2025, it may be easy to forget just how challenging it felt at times. Click here...
by Guest | Jan 2, 2026 | Charitable Contributions
Donor-advised funds are increasingly popular, but many donors struggle with how to deploy their balances effectively. This guide, from Schwab’s DAFgiving360, helps you clarify your giving priorities and select charities in a way that brings focus, confidence, and...
by Guest | Dec 30, 2025 | Taxes
Like the tip of an iceberg, expense ratios reveal only the easily visible costs of investing in a mutual fund or ETF. Beneath the surface are hidden costs that can potentially play an even larger role in eroding returns. For taxable investors, one of the most...
by Guest | Dec 26, 2025 | Investing long-term
Many people have been searching for stories to explain US small cap underperformance. But the stark contrast between short-term and long-term large cap returns suggests maybe investors are questioning the wrong segment of the market. Download the full article here...
by Guest | Dec 21, 2025 | HSA Account
With more HSA-compatible health plans available in 2026 and enhanced health care subsidies expiring, many households are rethinking how they save for medical costs. HSAs can be powerful—but not all are created equal. Here’s a look at Morningstar’s top-rated HSA...
