top of page

Resources
Search


What's Your Net Worth?
By Michael J. Bennicelli, II, CFA Maybe it’s because the algorithms know that I work in the financial services industry, but lately I’ve noticed my social media feeds littered with videos about the “average net worth by age." Watching these, I’m sure of a few things: 1) the numbers can be inaccurate or purposely misleading, 2) the posts are designed for likes and shares, so the “data” is either presented to make me feel better, or worse about myself, and 3) someone is probabl
Sep 15


The Monthly Bugle - August 2025 Newsletter (Issue #10)
Trump's Big Beautiful Bill Signed Into Law On July 4th, 2025, President Trump’s “Big Beautiful Bill” was officially signed into law. This...
Aug 29


The Monthly Bugle - July 2025 Newsletter (Issue #9)
AI Craze Continues Artificial Intelligence and the Market The use of artificial intelligence is growing at a rapid rate, a fact which continues to be reflected in the markets. Companies are racing to implement AI into their everyday operations in an attempt to stay ahead of the game; Google, for example, recently introduced their AI Search Mode as a direct competitor to ChatGPT. They recently reported higher-than-expected earnings and attributed part of that success to AI. Sh
Aug 1
bottom of page





