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May 2026 market update

The ongoing war with Iran appears to have no clear off ramp in sight, and the ceasefire seems to be on tenuous ground.  The equity markets, responding in part to

The war with Iran is ongoing with no off ramp in sight. Equity markets have been hitting new highs, but bond markets are more pessimistic. The about-face in expectations for the path of interest rates, driven by spiking inflation, has caused yields to be volatile and rise steeply.
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Why cash matters to your portfolio

Cash can play a powerful role in an investment portfolio, but a cash investment isn't the same as the cash you carry in your wallet.
We tend to think of cash in practical terms, as the money we spend every day. But cash can also play a powerful role in an investment portfolio. In many ways, cash represents opportunity. In this article, we’ll cover what cash is, why it’s important, how cash equivalents work, and the role a cash allocation plays in your financial plan.
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April 2026 market update

We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell a story of the impact on the economy. Growth expectations

We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell a story of the impact on the economy. Growth expectations are lower, inflation is higher and consumer sentiment is tanking. 
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March 2026 market update

The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat, as

The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat. Let’s dig in.
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February 2026 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive.
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Trophy on it's side with confetti out.

2025 winners and losers

U.S. stocks gained more than 15% in 2025, but that’s only part of the story. We look at the winners and losers… plus what their performance might mean for 2026.
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January 2026 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive.
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December 2025 market update

The weekend after a mid-week New Year’s Eve is usually a slow news cycle, but not this year. The response from the markets was largely positive, rather than any broader
The shutdown is over; as the country gets caught up on its economic data, we take a look at what to expect as we close out the year.
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What are 10b5-1 plans?

If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you to plan trades in advance so that you can sell shares without

If you are in possession of material non-public information about a stock, you can still sell shares… as long as you follow a few key rules.
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October 2025 market update

After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September

The Federal Reserve finally cut rates by 0.25%, the first rate cut of the year. Now, investors wait to hear whether more can be expected.
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