Blog
Latest Insights
Direct Indexing Overview
“Direct indexing offers investors a more customizable and tax-aware way to gain broad market exposure. By owning individual securities rather than a single fund, investors may create more opportunities for tax-loss harvesting, reduce concentrated positions over time, and tailor portfolios to their specific circumstances.
Continue Reading
Quarterly Market Commentary
Equity markets in 2026 resemble a revolving door, with leadership regimes swinging wildly from small caps to value and then to growth equities. The rapid rotations we’ve witnessed over the past six months demonstrate the futility of attempting to time equity markets.
Four Pillar Friday
Stories, research, and reflections on how we spend our most important currency: TIME
Four Pillar Friday
Stories, research, and reflections on how we spend our most important currency: TIME
Four Pillar Friday
Stories, research, and reflections on how we spend our most important currency: TIME
Subscribe to Insights
Get the latest news and insights from Journey Wealth delivered straight to your inbox.
No spam. Ever. We promise.
Podcast
Recent Episodes
Listen on:
Watch Now:
EP 11
Purpose-Based Financial Planning
EP10
Coaching the Mind and Body: A Journey Through Elite Sports and Personal Growth with Buddy Huttanus
EP 009
Navigating Youth Mental Health: Insights with Dr. Nicole Pucci
EP 008
Navigating Women's Health with Dr. Meighan Patton
EP 007
