A Few Helpful Charts – January 2026
“What’s going on in the markets or economy?”
This week, I have a handful of great charts that remind us of the value of diversification, explore how the companies we own are deploying excess cash, and provide a brief update on the housing market. And in our last chart, we’ll share an illustration of the market’s long-standing ability to climb walls of worry.
I hope you find these charts and notes offer valuable perspective as we work together toward your financial goals.
Don’t Have a Vision for Retirement? It’s Time To Fix That!
We find that matriarchs and patriarchs are often worried about their children’s and grandchildren’s ability to take good care of the money and other assets they will one day inherit.
Life Insurance Fundamentals It Pays to Know
Life insurance—it’s one of those categories of wealth management that’s commonly viewed as plain vanilla and a bit dull, or even as one of life’s big annoyances.
Here’s How the Ultra-Wealthy Set Their Heirs Up for Success
The vast majority of people with $25 million or more of net worth are worried that their heirs may waste the money they inherit someday.
Five Ways Homeowners May Be Putting Their Wealth and Well-Being at Risk
Affluent families often pay close attention to their investable assets, looking for ways to both protect and grow wealth.
Be Wary of Social Media ‘Fin-Fluencers’
Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to do with your wealth.
Don’t Let These Financial Surprises Trip You Up
Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much.
It’s possible, of course, to receive terrific unexpected news that you’ve just inherited a fortune or that the early-stage company you invested in a few years ago has become a unicorn. But let’s face it: Surprises about our money and assets typically aren’t occasions for throwing a party.
