Financial & Retirement Resources

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January 6, 2026
Entering 2026 after strong markets, we discuss AI momentum, valuations, rate-cut potential, and why saving and diversification matter.
Still lake reflects trees; morning mist floats; light blue sky.
October 14, 2025
Keynote’s market update: AI momentum and rich valuations. Why humility matters now—and how we’re trimming pricey names and rotating toward better value.
July 7, 2025
“Investing without research is like playing poker and never looking at the cards.” – Peter Lynch
April 8, 2025
“Opportunity doesn’t come often, so seize it when it does. Opportunity meeting the prepared mind – that’s the game.” – Charles T. Munger 
January 6, 2025
“Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard.” – Warren Buffett