Key Observations August was a constructive but uneven month as investors balanced resilient equity returns against renewed pressure in the Treasury market, a more hawkish Federal Reserve tone, and lingering questions around inflation’s path. The Federal Reserve’s message grew more hawkish following [...]
The first half of 2026 has been a reminder that investing is rarely about certainty—it's about preparation. Markets have experienced periods of optimism, volatility, and shifting leadership as investors have navigated inflation concerns, evolving Federal [...]
Key Observations • July was a volatile month as investors weighed strong corporate earnings against renewed concerns about AI-related valuations, heavy capital spending, and the durability of the recent growth-led rally. • The Federal Reserve [...]
Listen to the Podcast Recently, we had the opportunity to join the Full Advisor Coaching Podcast to discuss a topic that has shaped the way we've built our firm: identifying your ideal client. [...]
SpaceX IPO highlights the power of the AI narrative, while a growing pipeline of new issuance may reduce a long-Standing technical tailwind for U.S. equities. Key Observations June offered a constructive test of portfolio diversification. [...]
Retirement Is About More Than Money When most people think about retirement planning, they immediately think about saving enough money. While financial security is certainly important, I've found there's another piece of the puzzle that's [...]
Kevin Warsh assumes the role of Fed Chair with growth and inflation trending in opposite directions June 2026 Key Observations Global equities continued to push higher in May, bolstered by strong Q1 corporate earnings and [...]
Earnings Power Strong Q1 earnings fuel global rally and reinforce the case for diversification April 2026 Key Observations Global equities rebounded sharply in April. Strong Q1 corporate earnings, led by mega-cap technology, restored investor confidence after [...]
Global Artery Remains Closed March hands back the quarter's gains as the Strait of Hormuz stays shut and inflation anxiety returns April 2026 Key Observations In March Markets gave up much of the gains they [...]
I recently had the opportunity to join Minnesota Live – Money Mondays to discuss what’s happening in today’s stock market and how investors can navigate ongoing volatility. With so much noise in the headlines, it’s [...]
