Market Mindset

Not Your Typical Market Report

The Sixbucks Syndrome: How Daily Habits Shape Lifelong Wealth

This column today is written for you and your children, or younger loved ones, whatever the relationship may be, friend or family member. I want you to share it with them because I’m going to talk about habits, specifically setting the patterns of behavior in your lives that will lead to wealth, and the passing on of such habits to the next generation…

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Government Shutdown vs. Family Adventure: What My Portfolio Taught Me

You can bet on anything these days. If you’re feeling lucky, the over/under on the government shutdown is 13 days. Those are the odds on Kalshi and that would make it the 5th-longest government shutdown in history. For fans of limited government and reduced spending, this sounds like a wonderful development. Normally I’d agree…

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What the Fed’s Rate Cut Means for Your Wallet & Investments

The Doves have spoken, and the Dots of the Future are plotted. If it sounds like an ancient oracular process, you would be correct. At the most ancient Hellenic oracle of Dodona, priests interpreted divine will through the cooing of doves nesting in the sacred oak tree. Homer described being able to hear Zeus’s will at Dodona. And with all the dubious statistics…

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Staying Financially Prepared Amid Life’s Uncertainties

It’s been a tough morning. Or rather, it’s been tough mourning. For this admittedly sensitive, Christian husband and father of two boys, the last couple of weeks of news has really been hard to process, even when I don’t personally know any of the parties involved, and I just feel raw…

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What Falling Beer Sales & Retail Trends Reveal About the Economy

We’re drinking less beer. I’m serious. Beer sales are down. As a former pub owner, I’ll be the first to tell you that this is a problem, all health concerns aside for a moment. If you were tailgating this past weekend at the Clash of the Tigers at the now-disputed Death Valley (sorry – too soon?), you’d probably say I was crazy as I’m sure the alcohol was flowing…

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Demystifying the Federal Reserve & Its Impact on Your Investments

“The Federal Reserve has no reserves and they’re absolutely not part of the Federal government.” The infamous Rep. Madison Cawthorn might have been wrong about the reserves part (it depends on how you account for the Fed’s loan balances), but he was right about the Federal Reserve not being a part of the government…

From Baseline to Bottom Line: What Tennis Tactics Can Teach Us About Market Strategy

“You’re not very intimidating, you know?” Andre Agassi calls out through his headset mic to Roger Federer as Roger bounces the ball before his serve. “You’re disarming yourself! You’re very Swiss, I don’t know what it is.” The crowd watching the doubles exhibition match laughs. Some have their mouths gaping open in shock….

The Fantastic Four of Greenville: Building Wealth, Community & the Future

Greenville, South Carolina is the most idyllic city in America. It has all the ingredients necessary for a young family to fulfill their American dreams and put their children in position to fulfill their own dreams. This thought came to me while walking with my wife and kids around the concourse at Fluor Field last week…

Fireworks, Fun, & Fine Print: What the One Big Beautiful Bill Really Means for You

From everyone at WTA, we hope you had an excellent 4th of July holiday – it should be filled with fireworks and fun and not with family tax debates! While all of us were enjoying the grill and a cold beverage or two, Congress decided to celebrate by passing the One Big Beautiful Bill Act into law. Nothing says freedom like a 600-page omnibus bill, right?…