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2025 proved to be a rewarding year for investors. Stocks rebounded from a challenging spring, and both stocks and bonds finished with healthy gains.

After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.

The Fed just cut rates for the third time in four months—here's what it means for borrowing, investing, and the housing market heading into the new year.

Meet Jonathan Brummel, the newest advisor at Sentara Capital.

Is AI the next dot-com bubble? I dig into the data and explain why today's tech landscape looks nothing like the late 90s.

Q3 earnings are crushing expectations across multiple sectors. We break down what it means for your portfolio and revisit whether gold is really the safe investment everyone thinks it is.

Gold's parabolic surge has everyone talking—but history shows that euphoric rallies often end badly for late buyers. While many view gold as safe and secure, past cycles reveal dramatic volatility. Meanwhile, stocks hold near highs on strong profits. What should investors watch as the year closes?

Learn a simple, disciplined approach to investing that actually works. Discover the five biggest investing mistakes costing people money — and how to avoid them with a clear three-phase action plan.

The stock market continues to reach new highs, fueled by strong consumer spending and impressive economic growth. In this update, we...

September 2025 market update covering the -919K jobs revision, GDP growth, mortgage rate drops, and housing market trends. Financial advisor analysis of mixed economic signals and investment implications.