Global Iranian Conflict: What It Means for Your Portfolio
We are now 24 days into the Iranian conflict, and while there are signs of a potential resolution, nothing is certain as of this writing. As with any major global event, our first step is to…
By Matthew Finley
March 25, 2026
Q2 2026 Market Outlook
Q2 of 2026 is shaping up much like we expected in our 2026 market outlook. We anticipated a generally constructive backdrop. With a market that earned the right to “chop around,” and an economy that leans…
By Matthew Finley
March 12, 2026
Market Outlook 2026: Making Calculated Risks
Wow, what a rollercoaster 2025 has been. The year began with the changing of Presidents, which then flowed into policy shocks with the rollout of tariffs. These policies helped drive the S&P 500 down near 19%…
By Matthew Finley
December 25, 2025
Key Retirement Plan Contribution Limits for 2026
Here we are again, it’s close to year end and that means we have some new retirement plan contribution limits to pay attention to heading into 2026. Let’s take a look at what is changing! 401(k)/403(b)/457…
By Matthew Nelson
November 27, 2025
351 Exchanges & Exchange Funds: Diversify Portfolio & Skip Taxes
Diversifying a large stock position without triggering a massive tax bill can feel impossible, but there are advanced strategies designed specifically for this challenge. In this episode, Matt breaks down two powerful but often misunderstood tools: the 351 Exchange and the Exchange Fund.
By Matthew Nelson
November 20, 2025
The Global Shift: How Digital Assets are Reshaping Reserve Currencies
Lately, I’ve been digging deep into the world of money — thinking about the dollar, U.S. Treasuries, digital assets like Bitcoin and Ethereum, tokenization, and what it really means to be a “reserve currency.” While I…
By Matthew Finley
November 19, 2025
Launching a MedTech Company? Funding, Regulation & Success Strategies with Karandeep Singh Badwal
In this episode, Matt sits down with Karandeep Singh Badwal, a UK-based consultant, content creator, and host of The Medtech Podcast. They explore the realities of launching and funding MedTech ventures.
By Matthew Nelson
November 6, 2025
Don’t Let Bad Timing Ruin Your Retirement Savings
Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement.
By Matthew Nelson
October 2, 2025
Should You Convert to a Roth Before Retirement?
Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question. Using Jerry and Ruth Crawford’s $7.3 million portfolio, he explores different strategies, from converting everything at once to filling tax brackets little by little.
By Matthew Nelson
September 18, 2025
2025 in Review: What’s Ahead for Investors in 2026?
Markets don’t move in straight lines, and 2025 proved that once again. In this episode, Matt sits down with Matthew Finley to walk through their 2026 Market Outlook and what investors should realistically expect in the year ahead.
By Matthew Nelson
January 8, 2026