When the technology sector peaked at an astounding 35% of the S&P 500 index during the 2000 dot-com bubble, before subsequently plunging over 80%, many believed we would never witness […]

Financial markets are influenced by a wide range of factors. War, elections, technological shifts and interest rates tend to grab most of the headlines, and for good reasons. One factor […]

The Federal Reserve Hikes In the previous Wealth Report, we discussed how the Federal Reserve’s “hawks” were finding their wings. The hawks being the voting members of the Federal Reserve […]

If you have spent decades building significant wealth, you have probably spent considerable time thinking about how to protect it, grow it and eventually pass it on to your children. […]

On May 22, 2026, a new era of leadership began at the Federal Reserve. Kevin Warsh succeeded Jerome Powell as the 17th Chair of the Federal Reserve, while Powell remains […]

The second quarter of 2026 was filled with records. A semiconductor index had its best quarterly return ever, putting it on pace for the best year since 1999, and leaving […]

In the first quarter Wealth Report, we discussed how the outbreak of war in Iran and closure of the Strait of Hormuz upended the rate-cut narrative and sent Treasury yields […]

For most of your working life, the financial goal was straightforward: save more than you spend, invest wisely, and let time do the rest. But the skills that make someone […]

The conflict in Iran has caused many negative repercussions, from recession and inflation fears due to the nearly 100% spike in oil prices year-to-date, to the overall economic uncertainty caused […]

For the better part of three years, the S&P 500 has not really been an index of 500 stocks. It has been an index of roughly ten, with 490 other […]