Artin Zakarian, CFP, CPA

Earnings Growth Is Strong — But The Market Is Already Pricing It Investors with heavily concentrated equity positions relative to their historical ranges should evaluate whether that concentration reflects deliberate conviction or passive drift from years of equity outperformance, and whether a more balanced portfolio would better serve their objectives across a....

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Market Month: January 2026 (Video) See how the markets performed in January 2026.

Strong GDP and Rising Profits Set Up a Resilient US Economy for 2026 A robust GDP print, profit growth, and 2026 policy tailwinds show why the U.S. economy may stay resilient despite labor‑market weakness and lingering recession worries.

With the projected shortfall of Social Security in the news, you may be worried. I can help you plan for a great retirement — regardless of what happens with Social Security.

Debunking 6 Social Security myths Get the facts on how the Social Security program works for retirees.

Don't underestimate the challenge of getting back to even — the bigger the drawdown, the harder the climb back up. Get in touch to discuss your options.

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? I can review your designations to make sure your assets will go exactly where you intend.

Why naming beneficiaries is an essential part of estate planning What to know about this critical estate planning step.

As the year unfolds, 2024 will bring its own set of challenges and surprises. As financial conditions in the U.S. continue to normalize, it’s important to remain focused on high-quality investments and open to shifting opportunities. Let’s discuss what this means for you.