RECENT NEWS
- How Tax Changes Can Affect Your 2026 Investments
on March 11, 2026 at 4:11 pmThe 2026 tax landscape for investors will look different after key tax changes that went into effect last year. Here's how you might be affected.
- Are you a 'hidden millionaire?'on March 11, 2026 at 4:11 pm
Most people feel “not that wealthy” even when numbers start to tell a different story. Rising costs, market volatility, and financial anxiety can crowd out financial identity. If you don’t have the time, experience, or interest to navigate your financial details, you don’t have to go it alone.
- Simple Secrets to a Healthier Lifeon March 11, 2026 at 4:11 pm
You can pack a lot of wisdom into a few words. The New York Times spoke with doctors and other experts and offered them a challenge: Create a wellness mantra — a line or two that encapsulates a core truth about physical and mental health. Here are their words to live by.
- 3 lessons from investing’s Moneyball momenton March 11, 2026 at 4:11 pm
This year marks 100 years of research-quality U.S. stock market returns. How important is this centennial? The movie Moneyball provides a good example.
- Most Entrepreneurs Never Practice This Skill — and It's Why They Panic Under Pressureon March 11, 2026 at 4:11 pm
Why mental and emotional rehearsal — not just strategy — determines how founders perform under pressure.
Weekly Market Commentary
Can Something Good Come From A Crisis? | Weekly Market Commentary | October 23, 2023
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year.
Earnings Hope To Keep This One-Year Old Bull Market Going | Weekly Market Commentary | October 16, 2023
The October-November reporting season can be particularly interesting because full-year numbers are nearly locked in while more companies share thoughts on the year ahead. Here are several things we will be watching as reports stream in.
Higher For Longer – Updating Our Treasury Forecast | Weekly Market Commentary | October 9, 2023
U.S. Treasury yields have seemingly been moving in one direction lately (higher), with the 30-year Treasury yield temporarily breaching 5% for the first time since 2007.
Prospects For a Fourth Quarter Rally | Weekly Market Commentary | October 2, 2023
After a difficult September for stocks, investors are surely ready to flip the calendar to October. That’s the month that kicks off the historically strong fourth quarter.
Is India The New China? | Weekly Market Commentary | September 25, 2023
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.