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Key Observations • September brought broad weakness across financial markets as persistent inflation, the war in Iran, and the Federal Reserve's 25-basis-point rate hike drove Treasury yields sharply higher and pressured both stocks and bonds. [...]
I recently had the opportunity to join Minnesota Live on KSTP for another Money Monday segment, where we discussed a question that often comes up during an election year: What could the midterm elections mean [...]
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 [...]
Listen Here: What happens when business owners stop reacting to the future and start intentionally planning for it. John Schwalbach, joined the Poised for Exit Podcast with host Julie Keyes of KeyeStrategies, alongside [...]
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. [...]
