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Economic Updates
The Bull Market Enters Its Fifth Year: Long-Term Perspectives
October 13, 2026 Four years ago, the S&P 500 reached its lowest level of the 2022 bear [...]
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U.S. Dollar Rebound: The Impact of Rising Rates and Government Debt
October 5, 2026 As interest rates have risen to multi-decade highs, one of the implications that [...]
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Grandparent-Owned 529 Savings Plans: The Benefits of Recent Changes
September 28, 2026 Nelson Mandela famously said that “education is the most powerful weapon [...]
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A Closer Look at the Stock Market: Style, Size, and Regions
September 14, 2026 Clients often use major indices like the S&P 500, Nasdaq Composite, and [...]
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What’s Driving Portfolios: The Impact of High Oil and Copper Prices
September 9, 2026 The 19th century geologist Charles Lyell popularized the concept of [...]
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The Fed’s AI Dilemma: Long-Term Perspectives
August 31, 2026 The Nobel Prize-winning economist Paul Romer once wrote that [...]
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Tariff Refunds and the National Debt: What They Mean for Clients
August 26, 2026 Since new tariffs were announced last year, global trade has been a [...]
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Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
August 3, 2026 Markets experienced a challenging environment in July with major indices [...]
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What Rising Real Yields Mean for Clients
July 28, 2026 Treasury rates have surged to their highest levels in recent years due to a [...]
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The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
July 20, 2026 In our modern world, computers and cell phones have become everyday [...]
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