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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
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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®
Services
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The Weekly Market Update
Analyzing the week's events and their impact on your investments.
Investments
De-Escalation and the Next Phase of AI
April 11, 2026
Investments
Markets Bounce on Hope, But Oil Will Decide What’s Next
April 4, 2026
Investments
Markets Reprice a Longer Conflict
March 28, 2026
Investments
No Clear Endgame: How the Iran War Is Forcing a Market Repricing
March 21, 2026
Investments
The Energy Choke Point: Geopolitics, Oil, and the Path to Market Recovery
March 14, 2026
Investments
Rising Oil, Falling Jobs: A Complicated Week for Markets
March 7, 2026
Investments
Structural Shifts: Labor Disruption, Credit Risk, and War
February 21, 2026
Investments
The Court Ruled on Tariffs — The Market Is Repricing Labor
February 14, 2026
Investments
Fear, Flows, and the AI Spending Race
February 7, 2026
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