September has historically been the weakest month for the S&P 500. Should investors be concerned? We take a closer look at the “September Effect,” what the historical data tells us, and why long-term investors may want to think beyond the calendar.
The dot-com boom offers an important lesson for investors navigating today's AI economy: a transformative technology can change the world without every company associated with it becoming a successful investment. Explore what the dot-com bubble can teach us about valuation, expectations, and investing in AI.
This article explores what the rise and fall of Enron can teach investors about today's AI boom. While artificial intelligence is driving real innovation, history shows that markets often assign enormous valuations to future potential long before profits materialize. Learn why valuation discipline remains essential during periods of technological enthusiasm.
As AI continues to grow, so does the demand for AI data centers. While they create economic opportunities, they also raise questions about energy use, water consumption, and community impact. Here's a look at both sides of the story.
What does an 80-mile ride through a thunderstorm, a fatal duel, and a lost voyage at sea have to do with your financial plan? More than you might think. As we approach America’s 250th anniversary, it’s a reminder that the choices we make today can shape a legacy that lasts for generations.
June 28th is Life Insurance Awareness Day. This day serves as an important reminder to review, understand, and prioritize one of the most essential parts of financial planning: protecting the people who depend on you.