by Sara Baker | Jun 26, 2025 | Articles
When I was a kid, I used to watch The Beverly Hillbillies — a show about a poor family that strikes it rich when oil is discovered on their land. One day they’re in the Ozarks, the next they’re in Beverly Hills, navigating a world they never expected to enter. That...
by Richard Baker | Jun 18, 2025 | Articles
I was talking with my wife over coffee this morning about how investing right now feels a bit like driving through fog. You can see the road ahead—kind of—but it’s not clear enough to hit the gas. That’s where we are in the markets today: still moving forward,...
by Richard Baker | Jun 11, 2025 | Articles
Just before I started high school, our basketball coach decided to hold an unsanctioned scrimmage against another school. Both coaches told their players to keep it a secret, but as it happens, one of our players told someone at another school, and sanctions came...
by Sara Baker | Jun 4, 2025 | Articles
The month of May has a reputation, and it’s not a good one. As an investment month, it’s the equivalent of the drunk uncle everyone is embarrassed to see show up at the family BBQ. Despite May’s reputation for negative performance, the past May saw US...
by Sara Baker | May 29, 2025 | Articles
For decades, the 60/40 investment portfolio—60% stocks and 40% bonds—was considered a reliable long-term growth and stability formula. Financial advisors, pension funds, and individual investors leaned on it as a time-tested standard. But in today’s economic...
by Sara Baker | May 22, 2025 | Articles
My son had a baseball tournament this past weekend. On Saturday, he went 0-for-4 at the plate—tough day. As they often do, frustration, doubt, and a little discouragement crept in. But baseball has a funny way of reminding us how quickly things can turn around. On...
