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Steve talks about loss and reframes it as a positive - in life and in your portfolio.

Christmas edition

Stocks end November with mixed results despite a strong Thanksgiving week rally.

October 2025 marked a period of remarkable resilience for U.S. equity markets, as major indices reached record highs despite persistent economic uncertainties.

Healthy Returns

Give Thanks in November. With headlines offering ways to worry about your portfolio, take comfort in what is good! Steve offers some ideas for building Faith in November!

Harvest season

A little help in working together is the human experience at EWM, says Steve!

The S&P 500 and Nasdaq posted their strongest September in 15 years.

In today’s digital world, cybersecurity is just as important as investment security.

Doctoring the Portfolio

Taking a closer look at whether it might be appropriate for your situation

In August, investors weighed a mix of upbeat growth figures and lingering inflation pressures

Gain wisdom and understanding of what you own, Steve suggests, during back to school season!

The market can cause some unsteady nerves. But Steve says like Daniel, Keep the Faith.

Prescribing Dividends

A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries.

July continued the stock market’s strong summer run

June was another strong month for the stock market

On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act”