Blog
Beyond the Headlines: Fed Rate Hikes and Long-Term Portfolios
Janet Yellen, the former Federal Reserve Chair, often said that "monetary policy is not a panacea."1 Just as there is no cure for the common cold, except to let it run its course and address the symptoms, the Fed’s tools often cannot...
Read More
The Federal Reserve's latest rate hike decision and what it means for investors
The latest rate hike reflects the Fed's effort to bring inflation back toward its 2% target, but its effect on investments depends on the broader economic environment—not simply on whether rates are going up or down.
Read MoreWhat’s Driving Portfolios: The Impact of High Oil and Copper Prices
The 19th century geologist Charles Lyell popularized the concept of “uniformitarianism,” a long word that reflects the simple idea that the natural forces shaping the earth today are the same ones that have consistently affected it...
Read MoreTariff Refunds and the National Debt: What They Mean for Investors
Since new tariffs were announced last year, global trade has been a source of uncertainty for financial markets and the economy. In February, the Supreme Court ruled that the original “Liberation Day” tariffs were illegal, resulting...
Read MoreWhat’s Driving Stocks, Bonds, and All-Time Highs
What’s Driving Stocks, Bonds, and All-Time Highs? The stock market has climbed to new all-time highs following several periods of uncertainty this year. This is welcome news for investors, especially because many parts of the market...
Read MoreShow All
What's driving consumer debt, low consumer sentiment, and weaker retail sales?
What's driving consumer debt, low consumer sentiment, and weaker retail sales? Thanks for the important question about what's influencing consumers right now. There are many closely connected trends that reflect a challenging...
Read MoreThe Midterm Election and Long-Term Investing
The Midterm Election and Long-Term Investing: With the November midterm election approaching, campaigns are starting to intensify across the country. Politics have only grown more divisive in recent decades, so it’s natural for...
Read More
What does the jobs report miss mean for the economy?
Breaking down the meaning of the latest jobs report
Read MoreAugust is National Make-A-Will Month
As we welcome August, it’s a great reminder that this month is recognized as National Make-A-Will Month. While investing is important, protecting what you’ve worked hard to build is just as critical. A current will helps ensure your...
Read MoreWhy did the Fed keep rates unchanged despite higher inflation?
What the Federal Reserve's decision to keep rates at the current level means to your portfolio.
Read MoreWhat Rising Real Yields Mean for Investors
Surging Treasury rates could be positive for long term investors.
Read MoreWhy is oil back near $100 per barrel?
Why is oil back near $100 per barrel? Thanks for the important question about rising oil prices. Oil has been a major focal point, with Brent crude briefly closing above $100 a barrel recently, driven by continuing geopolitical...
Read MoreThe AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet, there is unbelievable complexity behind not only the engineering that makes them possible, but also in the supply...
Read MoreAdvanced Estate Planning to Optimize the Transfer of Family Wealth
For many people, the wealth they have accumulated over a lifetime is more than just about money. It represents years of hard work, discipline, and sacrifice to ensure they can have a comfortable retirement, take care of their families,...
Read MoreHow New Fed Leadership Impacts Your Portfolio
Dear Client, It has been a positive year so far for investors, so I wanted to share thoughts on the Federal Reserve and how it affects markets. The goal is to help you understand the role of the Fed, where monetary policy may go from...
Read MorePortfolio Lessons During Strong Market Conditions
Dear Client, Financial markets have had a positive, yet eventful year so far, so I wanted to take a moment to share some perspective on what it means for your long-term financial plan. Many asset classes have performed well, despite a...
Read More
New All-Time Highs: Perspectives on the Market Recovery
Markets Often Recover When It’s Least Expected
Read MoreHow have historical market rebounds taken shape?
Thanks for this great question about how markets have historically recovered from downturns. The largest intra-year drawdown for the S&P 500 this year has been about 9% - while the factors driving this are unique, the fact that the...
Read MoreMarket Pullbacks and Achieving Portfolio Balance
Market Pullbacks Are a Normal Part of Investing The stock market has been choppy this year, but this is a normal part of investing, and these types of pullback happen often.
Read MoreWhat does the ceasefire in Iran mean for investors?
As you may have seen in the news, a two-week ceasefire was recently announced between the U.S. and Iran, with a key focus on reopening the Strait of Hormuz, a critical waterway for global oil supply. This is an important development...
Read More
Warren Buffett's Parting Wisdom: Patience
Warren Buffett’s quotes have provided clarity during confusion over the years.But his final act speaks louder than any expression. He did nothing.As CEO, Buffett had nearly $400 billion in cash to spend in 2025. But he found no...
Read More