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Investor Education


January Market Update: A Strong Start and What It May Signal for 2026
January delivered a constructive start for markets in 2026, with gains across most asset classes and a notable shift in leadership toward smaller companies and global equities. This update reviews January performance and what early trends may signal for the year ahead.

Jeff Schlotterbeck, CFP®


Financial Fitness: Building Confidence Through Everyday Money Habits
Financial fitness is not about complexity. It is built through everyday habits like budgeting, saving, managing debt, and planning for the future. This article explores what financial fitness really means and how small, consistent steps can build long-term confidence and stability.

Jeff Schlotterbeck, CFP®


Staying the Course During Market Volatility
Market volatility can feel unsettling when headlines are loud. This post explains why turbulence is normal, why reactions matter more than markets, and how staying disciplined supports long-term success.

Jeff Schlotterbeck, CFP®


Historical Insights on Market Resilience During Geopolitical Conflicts
When global conflict rattles the headlines, it’s natural to worry about your investments. But history shows that markets often recover—and even grow—in the months that follow. In this post, I share data-backed insights on how the S&P 500 has responded to past geopolitical events and why staying the course can pay off.

Jeff Schlotterbeck, CFP®
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