The New Year often brings a wave of bold market predictions and seemingly "can’t-miss" investment ideas. But as our CIO Nathan Hoyt explores in his latest piece for WealthManagement.com many of these trends – whether it’s overconfidence in volatile assets or the sustainability of an 8% withdrawal rate – can be more illusion than reality.

Drawing inspiration from The Wizard of Oz and Wicked, Nathan highlights how investors, much like Dorothy and her companions, must look beyond surface-level narratives and challenge assumptions before making financial decisions. At Regent Peak Wealth Advisors, we believe in disciplined, long-term investing tailored to individual goals – not chasing trends that may lead to an unexpected financial twister.

Read the article HERE