Midyear Market Update: Earnings, AI and What Comes Next
We are officially halfway through 2026, and the first half of the year was another good reminder that markets [...]
July
7
January
12
Investing at All-Time Highs in 2026
With 2025 well in the rearview mirror already, it's worth spending less time on what just happened and more [...]
November
23
Volatility Is Back (And That’s Normal)
There's been a lot of noise the last couple weeks, so this is my attempt to distill it into [...]
August
24
AI Hype Cools, Fed Shifts, and a Government Stake in Intel
There's been a lot going on beneath the surface of the markets lately. AI mania has slowed, the Fed [...]
August
6
The One Big Beautiful Bill Act Summary Guide
The One Big Beautiful Bill Act (OBBBA) is a major piece of tax legislation that introduces broad changes across several [...]
April
8
Tariffs and Tumbling Stocks
If you were thinking about selling, I don’t blame you. When markets drop, our instinct is to stop the pain [...]
January
1
Looking Back and Ahead
Happy New Year!As we welcome 2025, it’s a great time to reflect on the wild ride that was 2024. From [...]
October
26
State of the Markets
Strong Markets Tend to Get StrongerIt’s been another stellar year for risk assets, surprising many investors who expected a slowdown. [...]
August
20
Mega Backdoor Roth Contributions
Maximizing Retirement Savings with Mega Backdoor Roth Contributions The Mega Backdoor Roth IRA is an advanced strategy that we use [...]