RECENT NEWS
- How Tax Changes Can Affect Your 2026 Investments
on March 11, 2026 at 7:25 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 7:25 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 7:25 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 7:25 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 7:25 pm
Why mental and emotional rehearsal — not just strategy — determines how founders perform under pressure.
Weekly Market Commentary
How This U.S. Debt Downgrade Is Different From 2011 | Weekly Market Commentary | August 14, 2023
It’s different this time. The four (or five) most dangerous words in investing. We’ll take the risk and use those words here as we break down the recent decision by credit rating agency Fitch to downgrade U.S. government debt to its second-highest rating, AA+ (note that several countries in Europe, including Denmark, Germany, Netherlands, and Switzerland enjoy AAA ratings, as do Johnson and Johnson (JNJ) and Microsoft (MSFT)). We compare the potential market impact of this decision to what markets experienced in 2011 when S&P issued its U.S. debt downgrade.
Key Earnings Season Takeaways | Weekly Market Commentary | August 7, 2023
Results and guidance probably haven’t been good enough for stocks to add to recent gains, but they have been good enough, in our view, to end the earnings recession and limit the magnitude of any potential pullback. Here we provide some takeaways from this earnings season.
A Cloudy Outlook Makes For Choppy Markets | Weekly Market Commentary | July 31, 2023
The economy is doing better than expected, and the markets are responding accordingly. In this piece, we discuss some of the factors that cause us to think the Federal Reserve (Fed) hiked for the last time in this cycle as inflation is receding and the outlook for the consumer looks cloudy. We close the piece with investment implications.
(Still) Waiting on the Fed | Weekly Market Commentary | July 24, 2023
The first half of the year probably didn’t go the way many fixed income investors had hoped, particularly after the historically awful year last year. It wasn’t a horrible start—more in line with recent years—but expectations were high this year, with many calling 2023 the year for fixed income.
Earnings Need To Do Some Heavy Lifting To Keep This Rally Going | Weekly Market Commentary | July 17, 2023
Earnings season is upon us as some banks and a small handful of other blue chip companies have already reported results for their quarters ending June 30. The results on the surface probably won’t offer much to write home about given consensus estimates imply a 7% year-over-year decline in S&P 500 earnings per share. However, the key question is always what’s priced in, which at least offers an opportunity for markets to react positively, though our best guess is we get the typical upside surprises and guidance reductions, giving this rally a convenient excuse to take a breather.