Interest Rates: What We’re Watching Right Now
Why rising bond yields can make bonds more attractive, and the case for gradually extending maturity rather than trying to time rates.
Videos
Videos
Short, plain-English videos on markets, retirement, taxes and keeping a steady mindset about money. Looking for written articles? Visit the blog.
How Social Security Works
How spousal benefits work, why claiming early doesn't reduce a spouse's maximum benefit, and how filing age affects survivor benefits.
2026 Q2 Market Update
A look back at the first half of 2026 and the factors worth watching: inflation, rates, earnings and small caps.
2026 Q1 Market Update
Volatility and sector rotation in the first quarter, and why discipline and rebalancing matter.
Don’t Fight the Fed, or Should You?
What "don't fight the Fed" really means and how markets have historically behaved around rate-cut cycles.
SECURE 2.0: W-2 Cap & Catch-Up Contributions
The 2026 change to catch-up contributions for higher W-2 earners and how to prepare.
Q3 2025 Market Update
Valuations, rising risks and the forces supporting markets in the third quarter of 2025.
The Asset-Map
A one-page picture of your financial life that makes big decisions simpler.
Managing Headline Stress
Three ways to stay focused when the news feels overwhelming.
Bear Market? What’s the Plan?
What a bear market is and why having a plan before one arrives matters.
The January Effect
What January's market performance has historically signaled, and its limits.
Mindset Shifts to Change Your Retirement
Gratitude, curiosity and a clear picture of the retirement you want.
Financial Planning: Q4 2024 Update
Stocks, bonds and interest rates heading into 2025, and understanding market cycles.
FOMO in Financial Planning
The fear of missing out, survivorship bias, and making decisions with the information you have.
401(k) Rollover
Options for an old 401(k) after changing employers.
Bull & Bear Market Thoughts
Last-Minute Tax Tips
Cryptocurrency
End-of-Year Reflections: Gratitude and Growth
Headline Frenzy
My Why
3 Critical Business Mistakes
Savvy Tax Planning
Power in Uncertainty
Bear Market Perspective
Roth IRA Conversions
Recession: 3 Key Things to Keep in Mind
Gratitude
Tax-Loss Harvesting
Videos reflect Dave Denniston’s opinions as of the date recorded. They are subject to change without notice, are for general education only, and are not a recommendation to buy or sell any security or a forecast of future results. Market commentary may include forward-looking statements, which involve uncertainty. Tax rules described may have changed since recording. Please consult a qualified professional about your situation.