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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
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®
Services
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The Weekly Market Update
Analyzing the week's events and their impact on your investments.
Investments
Fear, Flows, and the AI Spending Race
February 7, 2026
Investments
Markets Without Anchors: Volatility, Speculation, and the Rise of AI Agents
January 31, 2026
Investments
The Escalation Cycle: How Policy and Supply Are Driving Price Extremes
January 24, 2026
Investments
Policy Shifts and Market Repricing
January 17, 2026
Investments
The “Midterm Mandate” & Policy Intervention
January 10, 2026
Investments
Why the “Wait-and-See” Strategy Is About to Get Expensive
December 20, 2025
Investments
Easing Policy, Tighter Conditions: Making Sense of Mixed Signals
December 13, 2025
Investments
The Era of Misinformation: When AI Distorts Markets and Predators Exploit People
December 6, 2025
Investments
The Rally Broadens as Rates, Risk, and AI Reset Expectations
November 29, 2025
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