Blog

How Rising Gasoline Prices Affect Consumers and Investors

Rising gasoline prices are a burden for consumers and will likely drive headline inflation higher. However, history shows that markets and the economy have navigated past energy shocks. Investors should maintain a long-term perspective, avoid overreacting to daily headlines, and stay focused on their financial plans. Click here to read the full article.

Special Update: Iran and Long-Term Investing

The U.S. and Israeli strikes on Iran represent an important geopolitical development. However, history shows that investors who maintain diversified portfolios aligned with their long-term financial goals are best positioned to navigate periods of uncertainty. Click here to read the full article.

Supreme Court Tariff Ruling: Key Takeaways for Investors

It’s important to separate political views from portfolios and financial plans. Trade policy, legal battles, and political debates are important for taxpayers and voters, but they often lead to the wrong investment decisions. The history of markets shows that economic fundamentals, corporate earnings, and investment principles matter far more to achieving financial goals. Click here […]

2025 Year in Review: A Historic Market Year for Investors

2025 was a strong year for investors. While we celebrate a good year in markets, it underscores the importance of maintaining investment discipline. Investors should continue to apply this lesson to their investment and financial plans for the coming year. Click here to read the full article.

Special Update: Venezuela, Oil, and the Impact on Portfolios

The arrest of Venezuela’s president represents a significant geopolitical development with humanitarian and regional implications. However, history shows that portfolios built around long-term financial goals can navigate geopolitical uncertainty. Click here to read the full article.

Scaling Beyond Strategy: Emotional Intelligence’s Role in Entrepreneurial Success With Amit Kothari

Amit-Kothari

Amit Kothari is the CEO and Executive Growth Mentor at Kothari Leadership Enterprises, where he helps CEOs and leadership teams unlock growth through emotional intelligence and strategic execution. With decades of experience as a former COO and CFO, he drives business transformation and sustainable results for organizations from startups to large enterprises. Known as the […]

2026 Outlook: 7 Key Themes for Long-Term Investors

Markets have delivered strong returns, but elevated valuations and slower global growth suggest more modest expectations for 2026. Rather than attempting to time the market based on any single concern, investors should focus on maintaining balanced portfolios positioned for various outcomes. Click here to read the full article.

Game Theory, Growth, and Getting Unstuck: How EOS Transforms Stagnant Businesses With Jeff Starin

Jeff Starin

Jeff Starin is a Professional EOS Implementer and executive coach who helps entrepreneurial leaders build stronger, scalable businesses. A lifelong entrepreneur with over 30 years of experience spanning manufacturing, coaching, and game theory, he has founded and scaled three companies, achieved two exits, and grown a manufacturing business to eight figures while leading hundreds of […]

From Wall Street to the Sahara: Lessons in Leadership and Intentional Living With Russell Benaroya

Russell Benaroya

Russell Benaroya is the COO and Managing Director of Private Capital at Timberlane Partners, a private multifamily real estate investment and development firm based in Seattle. With over two decades in investment banking, private equity, and entrepreneurship, he has led the firm’s acquisition and development of more than $1 billion in assets across key West […]

How Trade Wars, Interest Rates, and Inflation Are Shaping the Markets in Q3 2025 With Peter Madlem

Peter Madlem

Peter Madlem is the Chief Investment Officer at Avalan Wealth Management, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research […]