Broker Check

Blog

At Traverse Planning, we believe good financial decisions are built on clarity and context. This blog is where we share insights, market perspectives, and planning strategies designed to help you stay focused on what matters most over the long term. 

Thursday, September 3, 2026

In this recap, we'll review August's market performance and discuss our topic of the month: Sticking With Your Strategy.

Tuesday, August 4, 2026

Welcome back to our monthly recap for July. One of the greatest challenges investors face is resisting the urge to react to every market headline. July offered a timely reminder that markets rarely move in a straight line, with...

Thursday, July 2, 2026

Welcome back to our monthly recap for June. The first half of 2026 has served as a reminder that markets can often perform well even when the news cycle feels anything but calm. June was another solid month for investors, as stocks...

Thursday, June 4, 2026

Welcome back to our monthly recap for May. We hope you all enjoyed your Memorial Day holiday weekend and the unofficial start of summer. After April’s powerful rebound, markets carried that momentum forward, delivering another month of...

Wednesday, May 6, 2026

Welcome back to our monthly recap for April. Here in Colorado, from a weather perspective, March felt more like May, and April felt more like a typical March. When it came to the markets, there wasn't much not to like in April.

Show All

Monday, April 6, 2026

In this recap, we will discuss how the markets performed in March and then dive into our topic of the month: Warren Buffett's Parting Wisdom.

Wednesday, April 1, 2026

February 2026 Monthly Recap By Laurence Schiffman, CFP®

Thursday, February 5, 2026

2025 Year-in-Review – 2026 Outlook and Portfolio Changes By Laurence

Tuesday, February 3, 2026

January 2026 Monthly Recap By Laurence Schiffman, CFP®

Sunday, January 4, 2026

December 2025 Monthly Recap By Laurence Schiffman, CFP® Welcome

Monday, December 1, 2025

November 2025 Monthly Recap By Laurence Schiffman, CFP® Welcome

Saturday, November 1, 2025

October 2025 Monthly Recap By Laurence Schiffman, CFP® Welcome back

Saturday, October 4, 2025

September 2025 Monthly Recap By Laurence Schiffman, CFP® As mentioned

Saturday, September 6, 2025

August 2025 Monthly Recap By Laurence Schiffman, CFP® As mentioned

Wednesday, August 13, 2025

Portfolio Updates (and july Markets) By Laurence Schiffman, CFP® As

Saturday, July 26, 2025

Trump’s New Tax Bill: What You’ll Want to Know By

Thursday, July 24, 2025

The New “Trump Account” Disclosures Investing involves the risk