Blog
250 Years of American Markets
250 Years of American Markets: What History Teaches Us About Staying the Course As America approaches its 250th anniversary on July 4, 2026, it's worth pausing to consider not just how far the nation has come, but how far its markets...
Read MoreSpaceX IPO blog
The Sky Is Not the Limit: What the SpaceX IPO and the 2026 Mega-Listing Wave Mean for Your Portfolio If you glanced at the financial headlines this morning, you likely saw that history was made on Wall Street. Today, SpaceX (Ticker:...
Read MoreJune 2026 Wealth Insights
The Mid-Year Financial Blueprint: Navigating Market Highs and Strategic Checkpoints Crossing the halfway mark of the year is a natural moment to pause, step back, and evaluate the broader economic picture. In the financial world, June...
Read MoreThe Actual Benefits of “Touching Grass”
You’ve probably heard someone say, “Go touch some grass.” At first, it might seem like a joke or a playful way to tell you to step away from your screen, and sometimes it’s a bit sarcastic. But there’s real science behind why spending...
Read MoreMay 2026 Monthly Wealth Insights
May 2026Monthly Wealth Insights By Chris Wakefield • Wakefield Venture Group 🇺🇸 Memorial Day Reflections: Honor, Legacy, and Financial Planning 🇺🇸 A Personal Note from Chris Hey everyone, As we approach Memorial Day weekend, I...
Read MoreShow All
Financial Stress vs. Financial Reality in Retirement
For many retirees, financial stress doesn’t come from a lack of assets; it comes from a lack of ongoing clarity. When decisions are driven by uncertainty rather than a defined strategy, even strong balance sheets can feel fragile.The...
Read More
Market Timing: Gotta Be Right Twice, Twice
Market timing requires a skill that’s almost impossible to master.An investor not only has to determine when stock prices have peaked (so you can sell), but also when they have bottomed (so you can buy).In recent weeks, many people...
Read More
Special Report: Middle East Conflict
As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?”Here are a couple of areas to keep an eye on in the weeks ahead.The Fed’s next two-day meeting ends on March 18....
Read MoreDecember Monthly Wealth Insights
A Note from Chris As we head into the holidays and the close of another year, I’m reminded how much of this work is really about people—not just portfolios. Thank you for trusting me with your financial life, for the conversations...
Read MoreNovember Monthly Wealth Insights
By Chris Wakefield • Wakefield Venture Group A Note from Chris As we head into the holidays, I always find myself reflecting on what matters most — health, family, community, and the relationships that make our work meaningful. I want...
Read More
Government Shutdown Update
As the government shutdown lingers, I’m answering more questions about, “How long is this going to last?” I can only point to history as a guide. Since 1976, we’ve experienced 20 shutdowns, averaging eight days in length. The longest...
Read More
Monthly Market Review - August
Market Recap – August 2025 Slowing jobs data reinforced expectations the Federal Reserve may begin cutting rates as early as September. U.S. equities: S&P 500 up 2.0%, supported by strong Q2 earnings growth (~11.9% y/y). Leadership...
Read More
From Greens to Greenbacks: The Unexpected Ways Golf Can Shape Your Financial Future!
Grab your clubs, dust off your plaid pants, and prepare for a wild ride on the greens! From the ancient origins of whacking rocks with sticks to the modern-day quest for the perfect swing, golf has evolved into a unique combination of...
Read More
Weekly Market Insights | Markets Retreat After Data-Heavy Week
Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...
Read MoreWhat Story Is the P/E Telling?
If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...
Read More