Market & Economic Update
The third quarter was a mixed one for investors, shaped by two major forces: long-term interest rates that climbed to 20-year highs and corporate earnings that remained strong. Oil prices climbed back above $100 per barrel, the Federal Reserve raised rates for the first time in three years, and concerns over Artificial Intelligence (AI) grew […]
Market & Economic Update
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, at no time has this been more true than during the first half of the year. Investors faced major events including the war in Iran, oil prices pushing inflation higher, and questions around artificial intelligence (AI). And yet, […]
Geopolitics, Oil, and Market Pullbacks
The first quarter of 2026 illustrates the importance of preparation when it comes to financial planning and investing. After strong gains in 2025, markets have faced a combination of geopolitical shocks, higher oil prices, and renewed economic uncertainty. The conflict in Iran, which began at the end of February, became the dominant market story, pushing […]
Iran and Long-Term Investing
As you have seen in the news, the U.S. and Israel launched military strikes against Iran over the weekend, targeting its leadership, military assets, and nuclear infrastructure. Iran’s Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and drone attacks across the Middle East. President Trump has stated that the […]
Recent Supreme Court Decision on Tariffs
The recent Supreme Court ruling on tariffs is a timely and important development with potential implications for markets and the broader economy. Trade policy has been a meaningful contributor to headlines and market volatility, and this decision adds a new dimension to the policy backdrop. Changes like these can affect consumers, businesses, and economic growth […]
Market & Economic Update
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 tariff announcements, ongoing developments in artificial intelligence stocks, the passage of the One Big Beautiful Bill Act, and more. Yet through it all, investors are likely happy […]