Blog
What Seasonal Patterns Like “Sell in May” Mean for Investors
The human brain is excellent at finding patterns, a skill that has evolved to help us across many parts of life. However, it can also lead us astray when there is no real pattern at all, such as when we see shapes in clouds and ink blots...
Read MoreWhat we know about Trump Accounts
On Friday, March 6th, the U.S. Department of Treasury and the Internal Revenue Service released the first set of proposed rules for a new federal savings program, known as Trump Accounts, designed for children. With more information on...
Read MoreApril 2026 Q1 Market Update
The first quarter of 2026 underscores just how critical financial preparation and sound investing principles truly are. Following robust gains in 2025, markets have contended with a confluence of geopolitical shocks, elevated oil prices...
Read MoreCharts That Matter Ep. 24 The Market in the Age of AI
Today we’ll walk through what’s been happening in the markets as a surge in headline volatility has shaped what we’re seeing. AI concerns have hit industries one by one prompting a “sell now, ask later” reaction – we’ll cover why in this...
Read MorePerspectives on the Slowing Job Market
It’s normal to feel a little uneasy when you hear about job losses or rising unemployment- so today let’s talk about the slowing job market and what it means for the economy and your portfolio.
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The Current State of Oil and the Market
Anytime headlines start throwing around terms like “stagflation” or “global economic downturn,” it can feel unsettling. So today we’re going to address the rising tensions in the Middle East and the recent jump in oil prices. It’s natural..
Read MoreWhat does the nomination of a new fed chair mean for the economy?
Anytime there’s a leadership change at the Fed, it naturally creates a bit of uncertainty, because the Fed plays such a central role in setting monetary policy and guiding interest rates.
Read MoreImportance of Earnings for Long-term Portfolios
As we move deeper into earnings season, investors are shifting their attention away from big geopolitical headlines and toward the actual “report cards” companies are releasing. And with the market sitting near all time highs...
Read MoreShould I be investing in precious metals right now?
Gold, silver, and other precious metals have rallied sharply over the past two years, capturing a lot of investor attention. Gold recently climbed above forty-seven hundred dollars per ounce, while silver moved past ninety dollars...
Read MoreQuarterly Market Commentary Q4 2025
The year 2025 turned out to be remarkably successful for financial markets, even though many major events happened throughout the year. For the third consecutive year – and sixth among the past seven – the S&P 500 tallied double-digit gains
Read MoreInvestment Themes for 2026
The stock market is poised to deliver double-digit returns for the sixth time in seven years, marking an impressive period interrupted only by the inflation-driven decline of 2022. This sustained strength has positioned many investors...
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