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Portfolio Compass
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s...
How to Talk to Your Kids About Money
Talking to your kids about money might not be as easy as teaching them to ride a bike—but it’s just as important. In fact, the financial lessons children learn early on can shape their habits, values, and confidence for years to come. Whether you're raising a curious...
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Jerrí Hewett Miller CFP®, RICP, BFA
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