Latest News
Economic Updates
Inflation and Earnings as the War in Iran Evolves
April 13, 2026 The conflict between the United States and Iran continues to evolve, with markets [...]
Read more Inflation and Earnings as the War in Iran Evolves
Quarterly Market Update for Q2 2026: Geopolitics, Oil, and Market Pullbacks
April 9, 2026 The first quarter of 2026 illustrates the importance of preparation when it comes [...]
Read more Quarterly Market Update for Q2 2026: Geopolitics, Oil, and Market Pullbacks
Stock Market Sectors: How Oil and AI Affect Portfolios
March 23, 2026 When clients think about the stock market, they tend to focus on broad indices [...]
Read more Stock Market Sectors: How Oil and AI Affect Portfolios
Market Pullbacks and Achieving Portfolio Balance
March 12, 2026 The ongoing conflict in Iran and rising oil prices have been the primary drivers [...]
Read more Market Pullbacks and Achieving Portfolio Balance
Special Update: How $100 Oil and the Middle East Conflict Affect Investors
March 12, 2026 The ongoing conflict in Iran and the effective closure of the Strait of Hormuz [...]
Read more Special Update: How $100 Oil and the Middle East Conflict Affect Investors
How the Iran Conflict Affects Markets and Long-Term Investing
March 2, 2026 As widely reported in the news, the U.S. and Israel have launched military strikes [...]
Read more How the Iran Conflict Affects Markets and Long-Term Investing
What the Supreme Court’s Tariff Decision Means for Your Portfolio
February 23 , 2026 After nearly a year of uncertainty surrounding trade policy, the Supreme [...]
Read more What the Supreme Court’s Tariff Decision Means for Your Portfolio
Economic Health Check: Understanding Jobs, Inflation, and Growth
February 18, 2026 For clients, the state of the economy matters significantly because it [...]
Read more Economic Health Check: Understanding Jobs, Inflation, and Growth
Integrating Equity Compensation Into Your Wealth Strategy
February 16, 2026 Equity compensation has evolved into a critical component of wealth building [...]
Read more Integrating Equity Compensation Into Your Wealth Strategy
AI’s Impact on Markets What Long-Term Investors Should Know
February 9, 2026 Over a decade ago, prominent venture capitalist Marc Andreessen proclaimed that [...]
Read more AI’s Impact on Markets What Long-Term Investors Should Know