Split Rock Private Trading & Wealth Management

03/20/2026

Have a good weekend everyone!

11/18/2025

splitrocktrading.com

06/28/2025

06/06/2025

So many of us live in “almost ready” mode, especially when it comes to money and major life decisions.

We read. We plan. We outline.

But we don’t start.

And that gap between preparation and movement is where anxiety lives.

I recently wrote about why the real difference-maker in your finances and career is likely not perfect planning, but instead your willingness to take the first (and often uncomfortable) step.

Why This Matters Right Now A lot of people I talk to are in a season of transition. Maybe you just graduated. Maybe you left a job or are trying to start something on your own. Or maybe you're simply feeling a little stuck. Whatever the case, this is where many get caught in the "preparation trap."....

05/16/2025

Getting financially organized doesn’t have to be overwhelming.

You just need a clear starting point.

If you’ve been meaning to get your financial life together, here’s a practical place to start:

Final Thoughts Once you’ve got your baseline in place, everything becomes easier to manage. You can plan better. You feel more in control. You gain confidence in your decisions. If this feels like a lot, just start with one piece. Pick one account to look into. One document to update. One conversa...

05/02/2025

Roth or Pretax?

It’s one of the first big questions people ask when they start taking retirement planning seriously.

We make the best decision we can based on what we know: our income, our goals, our plans. But we also have to stay aware of the things we can’t control, like future tax rates and policy changes.

If you’re questioning whether your current strategy really lines up with your situation and goals, the article linked below lays out a simple framework you can use to think through it clearly.

Choosing between Roth and pretax is a lot like trying to book a flight. You want to make the best decision based on what you do know: your travel dates, your budget, and your plans. But there’s always a level of uncertainty you can’t control. Prices can change overnight because of things like f...

04/18/2025

What if not making a move is actually the best move?

Markets have been all over the place this year, and it's easy to feel like you need to do something—anything—in response.

But long-term success often comes from consistency, not constant change.

In this article, we share 3 data-driven reminders (thanks to Fidelity research) about why staying the course matters, even when emotions say otherwise.

With Easter around the corner and the sun finally making more of an appearance, it feels like we might be turning a corner, hopefully in more ways than one. After a turbulent start to 2025, I think a little optimism is something we could all use.

02/06/2025

Nice start to 2025! Volatility might be our friend this year.

10/09/2024

Let’s have a day!