Resources
A comprehensive hub designed to provide you with the tools, guides, and information you need to make informed financial decisions.
Whether you’re just starting your investment journey or looking to refine your financial strategy, we’ve gathered a collection of valuable resources to support your goals.
Latest Resources From Bastion Fiduciary
Despite the continued overhang of war and tariffs, equity markets marched on. The MSCI ACWI…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history,…
Apparent progress in US-Iran peace talks and concomitant lower expectations for oil prices and inflation…
IPO mania continues this week with SpaceX. In addition to the latest news on Elon…
Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on…
(Re-published with permission) One phrase of the day among investors seeking AI-resistant stocks is to…
An AI-generated summary of the Rebellious Allocations podcast featuring Nick Lieb, equity analyst at Morningstar,…
My first investor letter for the Bastion Energy ETF (BESF) is now available.It covers the…
Despite the uncertainty surrounding the impact of the Iran war, international markets rallied toward the…
On this April 2026 episode, Bear and Drowsy check back in on the AI build…
Most high-earning professionals are good at optimizing things — code, legal arguments, engineering specs. But…
An AI-generated summary of the Rebellious Allocations podcast featuring Will Kerwin, Senior Equity Analyst at…
“Three Steps Back”Lauretta “Retz” Ann Reeves, CFA AWMAIntensified fighting in the Middle East and restrictions…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Krzysztof Smalec discuss Linde’s corporate history,…
Today we’re tackling oil, Iran, and what’s going on in the commodity space. I’ll start…
John Heins, Director of the C.T. and Kelley Fitzpatrick Center for Value Investing at the…
In this video, Kirk discusses Roth conversions. https://vimeo.com/1171388255/11ff874834?fl=ip&fe=ec Disclaimers: The hypothetical scenarios presented are for illustrative purposes…
In aggregate, international equity markets continued their run in February of 2026. The MSCI Standard…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s…
In this video, Kirk discusses the future of government debt.https://vimeo.com/1166979241/e45f32bbc8?share=copy&fl=cl&fe=ci Disclaimer: This content is intended for…
Watch on YouTube Source: 7investing on YouTubeWarren Buffett is widely-credited with characterizing competitive advantages as…
In this video, Kirk discusses:Dollar depreciatingSilver and GoldMoves in portfolios: emerging, international, precious metals, commoditiesEnergyhttps://vimeo.com/1162397852/10d89f791b?fl=pl&fe=sh…
Despite threats of tariffs and saber-rattling over Greenland, international equities continued their run in January.…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton’s corporate history,…
On December 9, 2025, GE Vernova (NYSE: GEV) held an investor day to significantly increase…
For Bastion Fiduciary, 2025 was a notable year launching the new firm, an energy ETF,…
If one stayed the course, 2025 was a great year for international investing, the MSCI…
Join Ricky Mulvey and John Rotonti for a conversation about:The housing shortage and how John…
In this video, we look at potential themes for 2026. Nobody knows what will happen,…
This quick reference guide from fpPathfinder summaries the latest tax planning rates, limits, and more. …
On November 20, 2025, TE Connectivity (NYSE: TEL) held its first investor day in eight…
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history,…
In this session of Coffee with Kirk, I chat with John Rotonti who manages the Industrials and Infrastructure…
The performance of international equity markets was volatile and varied for November of 2025. Concern…
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking’s role (including as a…
Hosted by Lacey LangfordWhat does it really take to build wealth? It’s probably not what…
On this episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary…
Jason and Jeff are joined by John Rotonti for a conversation on the current state…
Growing up in New Orleans, John Rotonti thought his family was wealthy. After all, he…
On this episode, we discuss:Why have an investment checklist?Questions to ask in the research processFlexibility…
In this conversation, Kirk Kinder explores the current state of the energy market, focusing on…
Although evolving tariffs and political instability created volatility in international equity markets during October, 2025,…
La salud financiera no es un lujoEn este episodio de Mente Hispana, Ian J. Gates…
Watch here or on YouTube:https://youtu.be/JI9WTBSMUIQ?si=Dhx-HtTSQjIlJFmJ Disclaimer: This video is intended for informational purposes only and does…
Hosted by Lacey LangfordIn this episode, Cale Smith explains what a portfolio manager really does,…
Bastion Fiduciary has launched its new podcast, Rebellious Allocations. The program will explore the enduring…
Bargain hunting, diversification and opportunity continued to drive interest in international equity markets in the…
Watch here or on YouTube:https://youtu.be/UsaYRN0EbeY?feature=shared Disclaimer: This video is intended for informational purposes only and does…
Your life and health insurance policies are key parts of your overall financial plans. Review…
ISLAMORADA, Florida – September 2, 2025 – Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing…
Watch this episode below or on Vimeohttps://vimeo.com/1116450761/e869f2c3cc Disclaimer: This video is intended for informational purposes only…
In aggregate, international markets continued to chug along in August. The indicative MSCI index was…
Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening…
Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive…
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight…
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Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of…
The One Big Beautiful Bill is a major piece of tax legislation that introduces broad…
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In aggregate, international markets seemed to quiet in July – The MSCI All Country World…
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Global equity markets experienced severance turbulence the first half of 2025 as investors digested the…
I drive a hybrid, own a labradoodle, and live in the suburbs. As a result,…
ISLAMORADA, Florida – June 23, 2025 — Bastion Fiduciary, a Registered Investment Advisor (RIA) specializing…
Below are the quotes from Warren Buffett that I think best describe his investing philosophy…
(Re-published with permission)Value investors often seek out the proverbial best house in a bad neighborhood…
May 2025Despite the uncertainty created by proposed tariffs and continuing regional wars, international markets in…
“I’ve always believed analysts need to be a little creative when they think about companies…
Bastion is founded by veteran military officers, and we aim to bring that ethos into…
[Excerpts from a Letter to Investors published May 13, 2025]Some thoughts on a busy few…
The momentous, even epochal, announcement made by 94-year old GOAT investor and businessman Warren Buffett…
Searching for value, growth and diversification, investors continued to push up international equities in April,…
ISLAMORADA, Florida – April 23, 2025 – Islamorada Investment Management (IIM), a fee-only Registered Investment…
Many homeowners overpay property taxes because of inflated appraisals. I successfully protested mine using proof…
In aggregate, international equity markets continued to outperform in March as some investors, concerned about…
Dear Mr. Greenblatt, I’m writing to thank you for The Little Book That Still Beats the…
Adapted from an email sent to Investors back in June of 2022For all investors, market…
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Review the below checklist to assess where you might want to put your focus. PDF:…
I thought getting a new credit card number would stop old subscriptions from charging me. …
(Re-published with permission)In a market where high-flying technology companies tend to get the lion’s share…
Eaton (NYSE: ETN) held its Investor Day on March 11, 2025, where it reiterated guidance for 2025…
Sector rotation was one reason credited for MSCI’s standard aggregate international equity index eking out…
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Listen To This Episode On Spotify, Apple or YouTube Click the icons below to listen…
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(Originally Published 19 Feb 2025, Updated 26 March 2025) “Blessed are the flexible, for they will…
What are international equities?International equities are stocks of companies that are domiciled in countries outside…
“Resourcefulness is the ultimate resource.” – Tony Robbins While its’ not the same thing as a…
2025 started well for International Investors with the Gross Morgan Stanley Standard Indices (MSCI) reporting…
When planning how to pass down an individual retirement account (IRA), a common question may…
“Buying a car is the art of convincing yourself you got a great deal while…
It’s more than just an eighties synth-rock anthem—we all have deadlines. Your grade-school teacher expected…
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PDF: What documents do I need to collect for filing my 2024 tax return? FOR…
(Re-published with permission)It’s a daunting, albeit enjoyable, task to try to capture the key elements…
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International Investors faced minefields or pots of gold in 2024 depending which region, country and…
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PDF: Should-I-Roll-Over-My-Dormant-Traditional-401k FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY. The information provided here is for educational…
There are three primary ways that people get paid in the financial services industry. Commission.…
To paraphrase the Florida Keys’ own Ernest Hemingway, big shifts in the stock market often…
Buoyed by moderating inflation and interest rates, US equity indices generally ended in positive territory…
Interview with Brad Gortno of iCLATSeason 4 | Episode 1 Interview with Kevin Carter of…
Trade Your Portfolio like a Professional with Nick McCallumSeason 3 | Episode 1 An Unknown,…
Last November, Koray Aldemir won the World Series of Poker taking home an $8,000,000 prize.…
Here are the top five reasons our clients rely on us to help invest their…
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Where is the Economy Headed?Season 2 | Episode 1 Does Your Portfolio Need the Golden…
Selecting the Best Medicare Plan for You with Aaron ZolbrodSeason 1 | Episode 1 Seven…
By Ian J. Gates“Mission Readiness” is a principle the U.S. Army tattooed on my brain…
To learn more about the designations and credentials of Bastion Fiduciary team members, please see…