Joe Kovach, CFP® and Adam Stalnaker, CFP® are joined by Rockport’s newest advisor, Joseph Salmen, CFP®, to wrap up their discussion on the top questions every investor should be asking.

Adam Stalnaker, CFP® and Joe Kovach, CFP® cover a market update on major indexes, small caps, and precious metals and the top 10 questions everyone should ask their advisor.

Joe Kovach, CFP® and Andrew Smith, CPA break down recent market volatility and what it really means for investors, covering headline risk and earnings season swings, the danger of chasing returns, the importance of understanding after-tax outcomes, and considerations around business structure and planning for owners.

Joe Kovach, CFP® and Adam Stalnaker, CFP® step back from the daily headlines to focus on what’s actually shaping today’s market environment.

Joe Kovach, CFP® and Adam Stalnaker, CFP® break down what’s happening beneath the market headlines and how it connects to real-world planning. In this episode, they discuss market performance, leadership shifts, and investor psychology, what AI enthusiasm and concentration risk could mean for portfolios, and tax and cash-flow considerations investors should be thinking about.

Joe Kovach, CFP® and Adam Stalnaker, CFP® cover what recent stock market movement could mean for investors, the latest GDP data and signals around economic growth, and practical considerations to keep in mind between now and Tax Day.