Latest News
Blog
The Fed’s AI Dilemma: Long-Term Perspectives
August 31, 2026 The Nobel Prize-winning economist Paul Romer once wrote that [...]
Read more The Fed’s AI Dilemma: Long-Term Perspectives
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 [...]
Read more Tariff Refunds and the National Debt: What They Mean for Clients
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 [...]
Read more Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
What Rising Real Yields Mean for Clients
July 28, 2026 Treasury rates have surged to their highest levels in recent years due to a [...]
Read more What Rising Real Yields Mean for Clients
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 [...]
Read more The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
Trump Accounts: New Ways to Support a Child’s Financial Future
July 20, 2026 A famous quote by Warren Buffett is that “someone’s sitting in the shade [...]
Read more Trump Accounts: New Ways to Support a Child’s Financial Future
The Role of Cash in a Portfolio
July 13, 2026 The baseball player Yogi Berra once said that “a nickel ain’t worth a dime [...]
Read more The Role of Cash in a Portfolio
Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year
July 1, 2026 There is a saying that smooth seas do not make skillful sailors. When it [...]
Read more Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year
Consumer Financial Health: Record Lows and Highs
June 29, 2026 Consumer spending is the engine of the U.S. economy, accounting for roughly [...]
Read more Consumer Financial Health: Record Lows and Highs
Two Fed Eras: Greenspan’s Legacy and the Future Under Warsh
June 22, 2026 Alan Greenspan once said “since I’ve become a central banker, I [...]
Read more Two Fed Eras: Greenspan’s Legacy and the Future Under Warsh