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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, 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.

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

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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