Chart of the Month | Stocks vs. Bonds: More Choices for Investors as Bond Yields Rise
For most of the past two decades, investors seeking higher returns had to rely more heavily on stocks.
Weekly Market Recap – September Inflation & Retail Sales Data, AI Financing, & Bank Earnings
Retail sales rose +0.8% month-over-month, exceeding expectations for a +0.3% gain, with August’s increase also revised higher to +1.3%.
Happy Birthday to the Bull Market
As the bull market enters its fifth year, the shift in investor sentiment over this period is an important reminder that market and economic conditions can turn around when they’re least expected.
Quarterly Webinar: Q4 2026 Market and Economic Themes
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2026.
3rd Quarter 2026 Market and Economic Review
The third quarter combined solid economic and corporate fundamentals with renewed pressure from oil and interest rates.
Weekly Market Recap – Q2 GDP Growth, Consumer Spending, AI Capex, & Rising Treasury Yields
Business investment remained strong in Q2, with continued spending on computing equipment, software, and other intellectual property.
Retirement Income Risks: Planning for a Longer Life
Understand the retirement income risks that can affect your financial security and learn how to effectively manage them.
What 7% Mortgages Mean for Housing and the Economy
The average 30-year fixed mortgage rate is now back above 7% after falling toward 6% at the start of the year.
Where Has the Yield Gone? Retirement Income Yield Insights
Maximize your retirement strategy by understanding retirement income yield and the role of diversified investments for long-term success.
Selling an Investment Property? A Smarter Way to Use a 1031 Exchange
Learn how a 1031 exchange can help defer taxes on property sales, allowing reinvestment without immediate tax burdens.
Beyond the Headlines: First Fed Rate Hike in Three Years
At its September meeting, the Fed unanimously decided to raise its benchmark interest rate by 0.25%, to a range of 3.75% to 4.0%.
Weekly Market Recap – The Fed Takes Action
The Fed raised its benchmark rate by +0.25% to a range of 3.75%–4.00%, its first rate hike since 2023.
Chart of the Month | 2026 Is Outperforming the Average Midterm Year
The S&P 500 has gained nearly +12% year-to-date. For comparison, the average midterm year is historically flat at the same point, while the average non-midterm year is up nearly +9%.
What’s Driving Portfolios: The Impact of High Oil and Copper Prices
As an asset class, commodities have not only outperformed this year, but have also supported other areas of the market such as U.S. stocks.
Weekly Market Recap – August Job Growth, Rising Oil Prices & Interest Rates, & Next Week’s Fed Meeting
The 10-year Treasury yield climbed above 4.90% this week, its highest level since October 2023, while the 30-year moved above 5.3%.
