Excluding a sharp and brutal 20% correction in the spring, which pushed most asset classes deeply into a performance hole, 2025 was a relatively low-volatility year. All major asset classes […]
Metals Matter: Lessons From a Historic 2025
For one reason or another, gold tends to be an investment that elicits a wide range of opinions. Ask investors for their opinions on other metals beyond gold and you’re more […]
A Remarkably Peaceful Year in U.S. Bond Markets
The year 2025 was, obviously, exceptionally atypical. Yet despite the plethora of challenges and concerns, be it the fiscal health of the federal government, periods of extreme volatility, the on […]
The One Big Beautiful Bill and 2026 Wealth Management Considerations
When Congress enacted the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, it delivered the most extensive federal tax changes in years. Beginning in the 2025 and 2026 […]
37% Risk, 63% Reward
Is today’s U.S. stock market riskier than the top of the internet bubble in 2000? While 2025 bulls point to a lack of a frothy IPO market, 2025 bears point […]
It’s All Relative: The U.S. Dollar in 2025 and Beyond
The U.S. dollar (USD) has experienced a historically bad year. Its return through the first half of the year was the worst in over 50 years. Through the third quarter, […]
A Curious Kind of Balance
The September Federal Reserve Open Market Committee (FOMC) meeting delivered a widely expected 0.25% rate cut and underscored the deep divisions within the Federal Reserve (“the Fed”) as they transition […]
Unexpected Risks to Your Wealth And How to Prepare for Them
Building wealth is a long-term endeavor. It takes discipline, foresight, and consistent effort. Yet, as much as we plan, unexpected risks can derail even the most well-structured financial strategy. A […]
Which Fed Mandate Will Win?
The Federal Open Market Committee (the Fed) is in a tough position. Core inflation, which excludes volatile food and energy prices, has fallen dramatically and is now approaching its long-term […]
Tariffs and the Market
Since invoking the International Emergency Economic Powers Act (IEEPA) on April 2nd, 2025 (“Liberation Day”), President Trump has overseen the most dramatic shift in U.S. trade policy since the Smoot-Hawley […]










