Blog
We are always engaged in financial research and we periodically present our findings to our clients.
Consumer Financial Health: Record Lows and Highs
Consumer spending is the engine of the U.S. economy, accounting for roughly two-thirds of overall economic activity. In theory, when consumers feel financially secure and...
Two Fed Eras: Greenspan’s Legacy and the Future Under Warsh
Alan Greenspan once said "since I've become a central banker, I have learned to mumble with great incoherence." Greenspan, who passed away recently at the age of 100, served...
The Bull Market Cycle: Investment Lessons and the Wall of Worry
It has now been more than three-and-a-half years since the bull market began in October 2022. At that time, inflation was rising at its fastest pace in fifty years, the Fed...
Monthly Market Update for April: New All-Time Highs Despite Market Uncertainty
April's performance is a reminder that markets can experience strong rebounds even in the face of ongoing investor concerns. Despite the continuing war in the Middle East,...
Special Update: How $100 Oil and the Middle East Conflict Affect Investors
The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70...
Monthly Market Update for February: Supreme Court Tariff Ruling, AI, and Iran
February is a reminder to investors that markets never move in a straight line. After January's positive momentum carried major indices to new all-time highs, the mood...
Special Update: Iran and Long-Term Investing
As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's...
Supreme Court Tariff Ruling: Key Takeaways for Investors
After nearly a year of trade policy uncertainty, the Supreme Court's ruling that recent tariffs are unconstitutional has reset the policy landscape. Yet, as is often the...
Jobs, Inflation, and Growth: Is the Economy Healthy?
The health of the economy is important to long-term investors because it drives their portfolios and their financial plans. Recent economic data points have sent mixed...
How Equity Compensation Fits into Your Financial Plan
For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers. Whether through restricted...
Managing New Tax Changes to Optimize Your Financial Plan
As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant...
Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods...