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Mitch Zides, CFA®, CFP®
Why Fee-Only?
Mission, Vision, & Values
Why Choose Us?
Our Approach
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Mitch Zides, CFA®, CFP®
Why Fee-Only?
Mission, Vision, & Values
Why Choose Us?
Our Approach
Fee Transparency
Services
Close Services
Open Services
Personal Wealth Management
Retirement Income Design
Tax-Smart Planning
Active Income Strategy: Covered Calls
Personal Wealth Management
Retirement Income Design
Tax-Smart Planning
Active Income Strategy: Covered Calls
Who We Serve
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Individuals in Transition
Diligent Savers & Retirees
Corporate Professionals & Executives
Business Owners & Entrepreneurs
Individuals in Transition
Diligent Savers & Retirees
Corporate Professionals & Executives
Business Owners & Entrepreneurs
Weekly Update
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Schedule a Meeting
About
Close About
Open About
Mitch Zides, CFA®, CFP®
Why Fee-Only?
Mission, Vision, & Values
Why Choose Us?
Our Approach
Fee Transparency
Mitch Zides, CFA®, CFP®
Why Fee-Only?
Mission, Vision, & Values
Why Choose Us?
Our Approach
Fee Transparency
Services
Close Services
Open Services
Personal Wealth Management
Retirement Income Design
Tax-Smart Planning
Active Income Strategy: Covered Calls
Personal Wealth Management
Retirement Income Design
Tax-Smart Planning
Active Income Strategy: Covered Calls
Who We Serve
Close Who We Serve
Open Who We Serve
Individuals in Transition
Diligent Savers & Retirees
Corporate Professionals & Executives
Business Owners & Entrepreneurs
Individuals in Transition
Diligent Savers & Retirees
Corporate Professionals & Executives
Business Owners & Entrepreneurs
Weekly Update
Schwab Alliance Login
Schedule a Meeting
🔒 Schwab Alliance Login
About Mitch Zides, CFA®, CFP®
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The Fed Taps the Brakes as AI Spending Increases
The Weekly Market Update
Analyzing the week's events and their impact on your investments.
Investments
The Fed Taps the Brakes as AI Spending Increases
November 1, 2025
Investments
Earnings Surprises Signal Resilience Across Sectors
October 25, 2025
Investments
Pick Your Reason: Trade War, Shutdown, Banking Jitters, and Crypto Correction Fuel Volatility
October 18, 2025
Investments
Why Markets Corrected and What Comes Next
October 11, 2025
Investments
Washington Shuts Down, Wall Street Rallies On
October 4, 2025
Investments
Powell’s Cautious Tone Ends the Market’s Calm
September 27, 2025
Investments
The Fed’s Dilemma: A Soft Labor Market and Future Tariff Inflation
September 20, 2025
Investments
A Softening Economy vs. The AI Spending Frenzy
September 13, 2025
Investments
An Unconventional Rally: When the Gavel Moves Markets
September 6, 2025
Investments
Trump vs. the Fed: Politics Collides With Monetary Policy
August 30, 2025
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