Blog
We are always engaged in financial research and we periodically present our findings to our clients.
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...
Special Update: Venezuela, Oil, and the Impact on Portfolios
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military...
2025 Year in Review: A Historic Market Year for Investors
2025 was a historically strong year for markets despite the many events that took place along the way. The past year delivered no shortage of headlines including April's...
3 Tax Planning Opportunities Before December 31
As 2025 draws to a close, investors face important decisions that could impact their tax situations and long-term financial plans. While financial planning is a year-round...
Monthly Market Update for November: Volatility Amid AI and Fed Uncertainty
In November, markets experienced a brief period of volatility that affected many asset classes. While major indices have delivered strong year-to-date returns across stocks,...