The recent pullback in AI-linked stocks this November offered a helpful reminder of how quickly narratives can shift. Much of the market’s strength this year has been fueled by excitement and investment around AI, which…
Read More
Why Smart Investors Still Make Emotional Decisions
During our regular Spring and Fall progress meetings, current events often shape the questions that come up in conversation. This Fall, we’ve been hearing variations of the same questions: “Markets have been strong—are we due…
Read More
Should Gold Be Part of Your Investment Portfolio?
Gold has long been viewed as a timeless store of value, often rising in popularity when economic uncertainty or inflation concerns dominate the headlines. But what role should it play in an investment portfolio? While…
Read More
Is Dollar Cost Averaging “Better” Than Lump Sum Investing?
We often have clients who hesitate to invest when they believe the market is near a peak, worried that a downturn could cause immediate losses. One way to address that concern is through dollar cost…
Read More
Short Video: Insurance Planning ☂️
Insurance can serve an important purpose when used to address specific needs, but it’s not a one-size-fits-all solution. In this video, we share how Fortress Wealth Planning approaches insurance within the context of a comprehensive financial…
Read More
August Newsletter | Planning Strategies For The OBBBA
A whirlwind of new tax code has been introduced following the passage of the One Big Beautiful Bill Act on July 4th, 2025. We previously shared an overview of the key provisions expected to pass,…
Read More
July Newsletter | Assessing Crypto Through an Investment Lens
Cryptocurrencies continue to generate headlines and questions. This article takes a closer look at digital assets, specifically through the lens of investment strategy: how they fit (or don’t) within a well-diversified portfolio. The investment world…
Read More
June Newsletter | Tax Reform Update
On May 13, 2025, the House passed the The House Ways and Means Committee bill (One Big Beautiful Bill) commonly referred to as the “Tax Cuts and Jobs Act 2.0.” This legislation seeks to make…
Read More
May Newsletter | Withdrawal Strategies
One of the most frequently discussed topics among those nearing or in retirement is how to create an effective withdrawal strategy. A common approach to retirement withdrawals is to tap into the most liquid assets…
Read More
April Newsletter | Volatility, Tariffs, and What Investors Should Do
If you’ve been watching the markets, you’ve likely felt the rollercoaster of economic shifts that have unfolded. From trade wars to heated debates about the size of the federal workforce, the first few months of…
Read More