How We Help

Make your money work for you

Create a successful strategy
backed by our experience and research

Pursue your legacy and build the future

Construct an income floor
to support you throughout retirement

Meet Our Team

How We Think

Tune in to Financial Sense Newshour
for daily coverage of the markets

Read our latest research
and indicators

Technical updates, news clips
and strategy conversations

Subscribe to our newsletter
for weekly and quarterly updates

Weekly Update: Fed Rate 'Pivots' Are Not the Most Important Thing for the Market

Dec 5 – With signs of a weakening US and global economy, there is a growing amount of talk around a 'Fed pivot' away from further tightening. However, this is not the most important thing to the market outlook. Today, we show the message coming from...

Here Are the Steps to Follow if a Spouse or Loved One Passes Away

Dec 5 – There are a number of things that need to be done in case a spouse or loved one passes away, whether notifying various government agencies like social security or reaching out to life insurance companies, banks, credit card companies...

Weekend Edition: Elevated Volatility, Potential Dollar Top, and FAANG 2.0

Dec 2 – After this week's wrap-up, Financial Sense Newshour speaks with Ron William at RW Advisory about the short- and long-term outlook for the market, whether we've seen an important peak in the dollar, and positioning for FAANG 2.0...

Deep Learning Moves into the Corporate Sphere

Dec 1 – FS Insider speaks with leading AI expert and researcher Dr Alan D. Thompson about the movement of AI into the corporate sphere, particularly with a wide range of Fortune 500 companies. Dr Thompson discusses the companies using...

Bruce Mehlman on Midterm Elections, Debt Ceiling Battle, and Austerity Hangovers

Nov 30 – Bruce Mehlman, founding partner at Mehlman, Castagnetti, Rosen and Thomas, joins FS Insider to discuss his most recent analysis on the policy landscape: 2022 Midterm Elections: Outcomes and Implications. Bruce explains how...

Felix Zulauf Discusses the 'Decade of Rollercoasters', Beginning of New Bull Cycle, and More

Nov 29 – FS Insider speaks with the well-known strategist Felix Zulauf, head of Zulauf Consulting, to get an update on his macro outlook for the markets and the global economy. Felix discusses where he thinks the stock market is likely to head in 2023...

Putnam's Chris Hennessey on Post Mid-Term Tax Landscape

Nov 28 – On today's Lifetime Planning episode, Jim Puplava speaks with Putnam's Chris Hennessey to get an update on the tax landscape for individuals and businesses for 2023 and 2024, especially after the recent mid-term elections. Jim and Chris discuss...

Jim Welsh on US Debt, Valuations, and Secular Bear Market Outlook

Nov 25 – Coming up in today’s program, Financial Sense Newshour host Jim Puplava and Jim Welsh at Macro Tides discuss the short- and long-term outlook for global markets when you consider the most powerful macro trends...

What Stage Analysis Says About the Current Bear Market in Stocks

Nov 23 – Justin Smyth joins FS Insider to discuss the US stock market outlook using the Stage Analysis method developed Stan Weinstein. Justin says that with the recent year-end rally, the S&P 500 could be transitioning from a Stage 4 bear market...

James Garriss Discusses Outlook for Colder than Average Winter and Potential Heating Crisis

Nov 22 – The Northeastern US, which is the most densely populated portion of the United States, is possibly looking at a heating crisis this winter due to a combination of low fuel inventories, shuttering of coal, gas, and nuclear power plants...

Financial Sense Newsletter