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Blog

Dustin Terry | Feb 3, 2026

January 2026 Market Recap: Strong Earnings, Steady Consumers, and Macro Crosscurrents

Business
Investing
Planning
Solid Start to 2026 for Stocks, Gold & Silver Go Crazy, and a New Fed Chair Spices Up the Macro It was a barnburner of
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Dustin Terry | Jan 27, 2026

When Weather Triggers the Check: Understanding Parametric Insurance

Business
Planning
This week’s insight reflects on wild winter weather and an emerging insurance type that small business owners and municipal managers might consider. It’s called
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Dustin Terry | Jan 20, 2026

Recession Readiness: How to Build a More Resilient Small Business

Business
Planning
The new year begins with some economic trepidation. Will a recession strike? Will inflation retreat? Will consumers and businesses simply feel better about all
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Dustin Terry | Jan 13, 2026

Why Peace of Mind Is the Ultimate Financial Return

Investing
Planning
This week’s insight digs into the “why” behind financial planning. Results from a new survey may surprise you. Most people reach out to financial advisors
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Dustin Terry | Jan 6, 2026

No Santa Rally, No Problem: How Markets Powered Through 2025

Business
Investing
Planning
Santa didn’t visit Wall Street to finish off December, but it didn’t matter. The S&P 500 rose 16.4% in 2025, its third consecutive year of
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Dustin Terry | Dec 30, 2025

Strong Growth Today, Crosscurrents Ahead: What Q3 GDP Tells Us About 2026

Business
Planning
This week’s insight is a reminder that Uncle Sam watches you.
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Dustin Terry | Dec 23, 2025

Small Business Guide to Employee Benefits: Optimize Costs and Improve Retention

Business
Planning
  • A well-designed benefits package can keep your team happy, motivated, and loyal over the long term
  • Offering the right mix of perks without breaking the budget
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Gas prices
Dustin Terry | Dec 16, 2025

Why Gas Is Cheap — and Why It Isn’t Cheaper

This week’s insight profiles tender and mild gas prices, why they are not even lower, and what it all means for 2026.
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Year-end tax planning
Dustin Terry | Dec 9, 2025

Year-End Tax Planning: The Overlooked Moves That Could Shape Your 2026 Outlook

This week’s insight is a reminder that it’s not too late to spruce up your 2025 tax situation.
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Seasons Greetings
Dustin Terry | Dec 2, 2025

Season’s Greetings: Markets Rally as 2025 Nears the Finish Line

Stocks stormed back over Thanksgiving week, finishing November in positive territory.
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Long Term Plan
Dustin Terry | Nov 25, 2025

Turkey, Touchdowns, and Market Trends: Setting the Stage for 2026

This week’s short insight builds on last week’s long look-back blog post, offering a view of what might be in store next year.
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Never Panic
Dustin Terry | Nov 18, 2025

Never Panic: What April’s Selloff Taught Investors About Staying the Course

What’s Warren Buffett’s No. 1 rule about investing? It’s “don’t lose money.” That’s a little tongue-in-cheek, as nobody can outsmart the markets day in and day
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