Recent Posts
- Why Comprehensive Retirement Planning Is About More Than Your Investment Portfolio
- What Does a Retirement Plan Actually Include?
- HSA Retirement Planning: The Powerful Tax Tool You May Be Overlooking
- August 14, 2026 Market Recap & Outlook: Tame Inflation, Record Highs, a Hardening Stalemate. And the Consumer Sends a Warning.
- Medicare Open Enrollment 2026 Is Coming: 5 Ways to Prepare Now
Recent Comments
No comments to show.
Category Archives: News
May 15, 2026 Market Recap & Outlook: Bond Markets Revolt, as Inflation Refuses to Yield
A week that began with the confirmation of a new Federal Reserve chairman ended with a global bond rout that is rewriting assumptions about where interest rates are headed. The April consumer price index, released Tuesday, showed inflation running at…
May 8, 2026 Market Recap & Outlook: Markets Rally on Diplomacy Hopes, Iran Talks Collapse Over the Weekend
Equity markets staged a broad rally this week, with the S&P 500 gaining 2.4% as diplomatic optimism around a potential Strait of Hormuz resolution briefly pulled oil prices sharply lower and lifted risk appetite across global markets. The 10-year Treasury…
May 1, 2026 Market Recap & Outlook: Big Tech Delivers, Energy Pressures Mount
An extraordinary week for corporate earnings, headlined by blockbuster results from Alphabet, Amazon, Meta, Microsoft, and Apple, propelled the S&P 500 to a 0.9% weekly gain, lifting the index’s year-to-date return to 6.0%. The Federal Reserve held interest rates unchanged…
April 24, 2026 Market Recap & Outlook: Resilience at Home, Uncertainty Abroad
U.S. equity markets closed the week on a constructive note as a solid first-quarter earnings season provided a counterweight to escalating tensions in the Strait of Hormuz and lingering trade-policy uncertainty. The S&P 500 gained 0.6% for the week, extending…
April 17, 2026 Market Recap & Outlook: Markets, Macro & Geopolitics
Friday’s announcement that Iran had reopened the Strait of Hormuz delivered one of the most dramatic single-day moves in recent memory. The S&P 500 surged to a new all-time high of 7,126, oil plunged, and virtually every asset class participated…
April 10, 2026 Market Recap & Outlook: Your Weekly Market Compass
Markets delivered a dramatic and volatile week, with Thursday’s sharp rally standing as one of the most significant single-day moves of 2026, driven by a partial de-escalation in the Iran conflict and a temporary ceasefire agreement that briefly reopened commercial…
Geopolitical Risk: Insights for Today’s Investors
Geopolitical risk often arrives suddenly and when they do, financial markets react quickly. The recent escalation involving Iran has once again reminded investors that global events can influence everything from oil prices to stock market volatility. For many individuals, the…
First Quarter 2026: Geopolitical Disruption, A Style Rotation, and the Case for Patience
The first quarter of 2026 was defined by a significant geopolitical shock that drove elevated volatility across financial markets. Despite that turbulence, the long-term return picture for diversified investors remains constructive — and the quarter’s underlying data tells a more…
The SVB Situation and Your Financial Picture
The SVB Situation and Your Financial Picture You’ve likely heard the news that Silicon Valley Bank (SVB) has experienced a financial shock. In a matter of a few short days, Silicon Valley Bank lost its funds and went under. So,…