Recent Posts
- October 9, 2026 Market Recap & Outlook: A Record High, a 2002-Era Yield, and a Russian Diesel Deal.
- Q3 2026 Market Recap & Outlook: Equity Market Narrows, Middle East Conflict Persists, and Rates Rise.
- September 25, 2026 Market Recap & Outlook: Yields Break to 2007 Highs. Stocks Shrug. Iran’s Seven-Day Plan.
- The Most Common Retirement Tax Mistakes, and How to Avoid Them
- September 18, 2026 Market Recap & Outlook: The Fed Hikes at Last, 12 to 0. The Bond Market Believes It.
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Category Archives: Blog
October 9, 2026 Market Recap & Outlook: A Record High, a 2002-Era Yield, and a Russian Diesel Deal.
Weekly Market Recap October 2026: Record-breaking stock prices, Treasury yields reaching levels not seen in more than two decades, and significant geopolitical developments defined an eventful start to the fourth quarter. Despite sharp fluctuations throughout the week, the S&P 500…
Q3 2026 Market Recap & Outlook: Equity Market Narrows, Middle East Conflict Persists, and Rates Rise.
The Q3 2026 Market Recap, authored by Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines a third quarter defined by sharp shifts across stocks, bonds, interest rates and energy markets. While the S&P 500 advanced during Q3,…
September 25, 2026 Market Recap & Outlook: Yields Break to 2007 Highs. Stocks Shrug. Iran’s Seven-Day Plan.
Rising interest rates and the stock market are creating an unusual dynamic as Treasury yields reach levels not seen since 2007 while major stock indexes continue to climb. In this week’s Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief…
September 18, 2026 Market Recap & Outlook: The Fed Hikes at Last, 12 to 0. The Bond Market Believes It.
The Federal Reserve rate hike 2026 marked a significant shift for markets, with the Fed raising rates for the first time since 2023 as inflation and energy prices remain in focus. We examine the market’s initial response, what policymakers are…
September 11, 2026 Market Recap & Outlook: Hot Core Inflation Puts the Hike at 90%. And the Houthis Seize the Red Sea’s Gate.
The September 11, 2026 Market Recap & Outlook takes a closer look at a week shaped by hotter inflation, rising interest rate expectations and renewed pressure on global energy markets. With core inflation coming in above forecasts, markets pushed the…
September 4, 2026 Market Recap & Outlook: Jobs Roar Back, Broadcom Delivers an Encore. And Iran Fires on a Carrier.
The Market Recap & Outlook for September 4, 2026 examines a week shaped by a stronger-than-expected August jobs report, changing expectations for the Federal Reserve, continued AI investment and renewed pressure in global energy markets. With U.S. stocks relatively flat…
August 28, 2026 Market Recap & Outlook: Nvidia Delivers, Warsh Warns. Then the Gulf Reignites.
In this week’s Market Recap & Outlook, Matthew Rice, CFA, CAIA, Chief Investment Officer at Goldstone Financial Group, examines the key economic events, market performance, and investment themes that shaped the week and what investors should watch in the days…
August 21, 2026 Market Recap & Outlook: The Week the Treasury Stepped In. Gold and Bitcoin Took Notice.
U.S. debt and market outlook took center stage this week as the national debt crossed $40 trillion, the 30-year Treasury yield touched a 19-year high, and the U.S. Treasury stepped in, doubling buybacks of long-dated debt to steady the selloff….
HSA Retirement Planning: The Powerful Tax Tool You May Be Overlooking
HSA retirement planning can become increasingly important as you approach retirement, especially when you consider how healthcare expenses, taxes, Medicare, and your overall retirement income strategy may intersect. Yet many people still think of a Health Savings Account, or HSA,…