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November 2025
Published November 26, 2025
30 minutes
AI & The Markets: What Investors Are Asking

In 30-minutes, we'll cover:

  • What’s behind the rapid growth of AI-related investments.
  • Why “bubble” conversations are gaining traction.
  • How fundamentals and investor behavior together shape the way markets respond to big themes.
Read more
What you’ll learn💡  How market cycles work and where we are now
💡  Common emotional traps (and how to avoid them)
💡  Practical strategies to stay on track through volatility
Our experts
Doug Lennick, CFP®, BFA
Chief of Staff at TMG, Co-Founder, Think2Perform
Adam Recker, CFA, CFP®
Senior Managing Director, Head of Equities
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December 2025
What Comes Next
Market Traits Every Retiree Should Understand

Markets have delivered a strong run, but important questions remain as we head into 2026.  Explore today’s market environment, investor sentiment, and what retirees should consider when planning for the years ahead.

Published December 31, 2025
30 minutes
November 2025
AI & The Markets: What Investors Are Asking

In 30-minutes, we'll cover:

  • What’s behind the rapid growth of AI-related investments.
  • Why “bubble” conversations are gaining traction.
  • How fundamentals and investor behavior together shape the way markets respond to big themes.
Published November 26, 2025
30 minutes
October 2025
Confidence, Caution, & Market Cycles

In this 30-minute session, we’ll unpack:

  • How confidence and caution are shaping investor behavior in 2025.
  • What shifting market sentiment reveals about the current cycle.
  • How understanding both market fundamentals and investor behavior can provide perspective when markets shift.
Published October 30, 2025
30 minutes
September 2025
Interest Rate Cuts in 2025: Why It Matters for Your Money
‍The Federal Reserve has reduced interest rates for the first time in 2025, with additional cuts possible later in the year. What does this mean for your investments, your mortgage, and your everyday finances?
We break down why the Fed acted now, what history tells us about market reactions to rate cuts, and practical strategies to keep your financial plan on track.
Published September 28, 2025
30 minutes
August 2025

Alternative Investments: Where Do They Fit in Your Portfolio?Discover how private equity, real estate, and other alternative strategies can complement traditional investments. Learn where they may provide diversification, reduce portfolio risk, and capture opportunities not found in public markets.
Published August 28, 2025
30 minutes
July 2025

Behavioral Finance & Common Investor Mistakes
Even the most experienced investors fall into emotional traps, especially during times of uncertainty.In this 30-minute session, we explore the behavioral patterns that often lead to costly mistakes, why they happen, and how to make more confident decisions with your money.
Published July 30, 2025
32 minutes
June 2025
Market Volatility & Staying the Course
‍Explore what's driving recent market volatility and learn strategies to stay disciplined and avoid emotional decision-making during turbulent times.
Published Jun 25, 2025
32 minutes
May 2025
Inflation, Interest Rates & Wealth Protection
‍Explore how inflation and interest rates affect your wealth and gain practical strategies to manage fear and make confident financial decisions.
Published May 28, 2025
31 minutes
April 2025
Market Cycles and Investor Behavior
‍Explore how market cycles influence your portfolio and learn strategies to stay rational amid emotional investment decisions. Gain insights to help you invest with confidence through every phase.
Published April 25, 2025
32 minutes
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