INSIGHTS FOR YOUFROM OUR TEAM

Have a money question? Start here. Our team breaks down market headlines, shares practical tax and financial planning insights, and applies expertise to real decisions at the intersection of money and life.

EP 06 | All-time highs & artificial smarts… June hit different.

June was one for the history books, and not just because the S&P 500 hit an all-time high while this session was recorded. In this month’s episode, Darlene Kuipers and Joey Ott break down some data beneath the headlines.

EP 05 | May’s market got Moody.

May moved to recalibrate after the rollercoaster of April, amid ongoing tariff uncertainty and mixed economic signals.  In EP 05, Joey Ott and Darlene Ku…

EP 04 | April built a bigger coaster.

April brought one of the wildest rides the markets have seen, plunging after surprise tariffs and surging after a single tweet. In EP 04, Joey Ott, Darlene…

EP 03 | March market roller coaster.

As we head into April, we unravel the financial twists and turns that defined March. Joey Ott and Darlene Kuipers analyze the volatility that shaped the markets…

EP 02 | February’s sitting duck.

Joey Ott and Darlene Kuipers discuss market shifts, economic trends, and portfolio strategies as we enter March.In EP 02…Market Adjustments: High-growth …

EP 01 | January was anything but dry.

Break down January 2025 with LVZ’s Joey Ott and Darlene Kuipers as they discuss insights into the noise versus what matters for the month ahead.In EP 01……

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