Articles

Your 2026 Markets Calendar – From Calm to Chaos and Back

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 […]

January 10, 2026 | Investment Commentary |

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 […]

January 9, 2026 | Natural Resources |

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 […]

January 6, 2026 | Fixed Income |

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 […]

January 3, 2026 | Financial Planning |

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 […]

October 7, 2025 | Global Equities , Economics |

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, […]

October 5, 2025 | Global Equities , Economics |

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 […]

October 4, 2025 | Fixed Income |

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 […]

October 3, 2025 | Financial Planning |

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 […]

July 12, 2025 | Economics |

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 […]

July 11, 2025 | Global Equities , Economics |

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CATEGORIES

  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary

Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
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