by Jenny Thompson | Jun 11, 2026 | Economic, Market Related
With SpaceX expected to complete its initial public offering (IPO) this month, many investors are asking a simple question: Will I own SpaceX in my mutual funds and ETFs? The answer is: it depends on the index your fund follows. Recent changes by some index providers...
by Jenny Thompson | May 7, 2026 | Financial Planning, Tax Planning
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter” will look like, many of us face a similar question: “To ‘trust’ or not to ‘trust’?” Retiring well can mean many things,...
by Jenny Thompson | May 5, 2026 | Quarterly Commentary
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods like this are a good reminder of an important principle: stick with a well-thought-out financial plan, especially when...
by Jenny Thompson | Mar 2, 2026 | Financial Planning
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have real consequences. Before diving, you assess the water: Is it clear or murky? Shallow or deep? Are there hidden obstacles...
by Jenny Thompson | Jan 21, 2026 | Quarterly Commentary
The fourth quarter ended 2025 much as the year began—with competing forces pulling markets in different directions. Fresh drama arrived via the longest government shutdown in history and a tech sector sell-off amid AI bubble fears. Yet when the dust settled, equity...
