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Five Behavioral Finance Resolutions for a Better Financial YearDecember 26, 2025 - 7:58 am
How to avoid common investing traps in 2026? As the new year begins, it’s time to look at your portfolio from a different angle. We break down five key behavioral finance principles—including how to combat recency bias and avoid the “status quo” trap—to help you stay focused on your long-term plan, no matter what the headlines say.
Introducing Warren Street Global Equity ETF (WSGE) – An Informed Approach to DiversificationDecember 12, 2025 - 8:00 am
We’re thrilled to announce a major milestone for our firm and our clients: the launch of the Warren Street Global Equity ETF (NASDAQ: WSGE)! This new Exchange-Traded Fund (ETF) is now available, bringing our disciplined investment philosophy to the public in a convenient, accessible format.
Claiming Social Security: What’s a Break-Even?December 9, 2025 - 1:04 pm
When should you start Social Security benefits—at 62 for smaller checks now, or 70 for larger checks later? This blog explains the crucial concept of the “break-even” age: the point where delaying your claim results in a greater total lifetime benefit. We illustrate the trade-offs between claiming at 62, 67, and 70, showing how your estimated life expectancy (with break-evens ranging from 78 to 82) is the key factor in this complex financial decision.
Decoding the AI Hype: How Today’s Market Compares to the Dot-Com BubbleNovember 19, 2025 - 7:06 am
Headlines are drawing parallels between the current AI-driven market surge and the late-1990s dot-com mania. Is history repeating itself, or is this time different? This post cuts through the noise, examining key differences like real earnings, profit margins, and underlying investment in AI infrastructure. We explain how a disciplined, data-driven investment approach is positioned to navigate various market outcomes. Get the essential context you need for your portfolio strategy.

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