Investing Archives

$100 Oil and the Markets

It is often thought that when oil prices rise above $100, the economy starts to falter, affecting household budgets and inflation.

Monthly Market Update: Market Leadership Broadens as Rotation Continues

The rotation away from mega-cap tech stocks that started in January extended into February. Let's dive into the details!

Special Update: Iran and the Markets

We should anticipate near-term volatility, including periods of market declines. As is often the case during significant geopolitical events, initial market reactions tend to be unsettled as investors assess potential outcomes and recalibrate expectations.

How Equity Compensation Fits into Your Financial Plan

For many professionals today, equity compensation is not just a nice perk, but a significant source of wealth accumulation over their careers.

Weekly Market Recap | Feb. 27, 2026

Markets rebounded from an early-week sell-off tied to tariff uncertainty but finished the week little changed.

Weekly Market Recap | Feb. 20, 2026

Markets stabilized in a shortened holiday week as the AI-driven stress that dominated the prior two weeks began to ease.

Is the Economy Healthy? Jobs, Inflation, and Growth

Recent economic data points have sent mixed signals, leaving some investors unsure of what to make of the current environment.

Chart of the Month | Why Two Identical Salaries Can Lead to Very Different Retirement Lifestyles

The decisions you make in your peak earning years are just as important as the size of your paycheck.

How to Create a Financial Plan in 7 Steps

The process of how to create a financial plan is one of the most powerful steps you can take to secure your financial future.

Is AI Eating the World? A Portfolio Perspective

Fifteen years ago, venture capitalist Marc Andreessen famously wrote that "software is eating the world."

Monthly Market Update: Stocks Trade Higher as Market Leadership Broadens

Two market themes defined the month. First, market leadership shifted away from mega-cap technology stocks.

Weekly Market Recap | Jan. 30, 2026

Markets were mixed this week as the rotation away from mega-cap stocks paused. Gold and silver plummeted on Friday.

Gold and Silver: Current Perspectives

Gold recently surpassed $5,000 per ounce while silver now trades above $100 per ounce, marking historic milestones for both metals.

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