Building Financial Success:
Top 10 Financial Planning Considerations for STEM Professionals
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Blog

David Uhlmann | May 8, 2024

Why Cash Is Not a Long-Term Investment

In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the
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David Uhlmann | Apr 24, 2024

How Oil Prices Impact Inflation, the Fed and Markets

The stock market has become increasingly jittery with the S&P 500 experiencing its first 5% pullback of the year. The possibility the Fed could delay its first
Read More
David Uhlmann | Apr 17, 2024

How Investors Can Navigate Market Pullbacks, Geopolitical Risk, and More

After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the
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David Uhlmann | Apr 9, 2024

How Tax Policy Affects the Stock Market

Taxes
economy
Stock Market
As Benjamin Franklin famously said, “in this world, nothing is certain except death and taxes.” Taxes are no one’s favorite topic but their importance cannot be
Read More
David Uhlmann | Apr 3, 2024

3 Market Insights for Investors in Q2 2024

economy
Investments
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s
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David Uhlmann | Mar 27, 2024

How Residential and Commercial Real Estate Impact Markets

Real Estate
Investments
economy
Monetary Policy
With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation
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David Uhlmann | Mar 20, 2024

What Fed Rate Cuts and Disinflation Mean for Long-Term Investors

economy
banking
Investments
Markets continue to be driven by artificial intelligence stocks and the timing of the Fed's first rate cut. As the dust settles on the inflationary episode of
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gold and black metal tool by Jingming Pan courtesy of Unsplash.
David Uhlmann | Mar 14, 2024

How Gold, Bitcoin and Market Breadth Impact Diversified Portfolios

bitcoin
gold
diversification
In times like these, it's important for long-term investors to stay diversified and not lose sight of the bigger picture. True financial success is not about
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building during day by Joshua Sukoff courtesy of Unsplash.
David Uhlmann | Mar 9, 2024

How Presidential Elections Affect the Stock Market

Politics
Investing
With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. Although a lot
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
David Uhlmann | Jan 16, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
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Notebook containing dates with a pen
David Uhlmann | Dec 28, 2023

A Year of Resilience and Growth in the Face of Challenges

As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months. It's a time to celebrate successes, learn from setbacks
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brown concrete building during daytime by Tomas Eidsvold courtesy of Unsplash.
David Uhlmann | Nov 17, 2023

ETFs or Index Funds – Which is Better for the Passive Investor?

Finance
Investments
ETFs and index mutual funds are emerging as the investment of choice for investors who are discovering the virtues of passive investing. Not surprisingly they
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