Chart of the Month | 3 Financial Planning Questions with Higher Gas Prices
The national average price of a gallon of gasoline has climbed above $4.50, up nearly 50% since the start of the U.S.-Iran conflict in late February.
OPEC, Tariffs, and All-Time Highs: Macro Events and Investing
For much of the history of the stock market, investing was primarily about individual stocks and bonds. Over the past few decades, however, macroeconomic developments have increasingly influenced markets.
Weekly Market Recap | May 15, 2026
Markets traded higher for a seventh consecutive week, extending the rally from late March.
Private Equity: Investing Beyond Public Companies
Explore the world of private equity and discover how it represents a unique opportunity for serious long-term investors.
Weekly Market Recap | May 8, 2026
Markets traded higher for a sixth consecutive week, extending the rally that began in late March and pushing several major indexes to new highs.
Are Seasonal Market Patterns Like “Sell in May and Go Away” Relevant?
Are Seasonal Patterns Like “Sell in May and Go Away” Relevant? Let’s look at the data.
Housing Market Update: Impact on the Economy and Financial Plans
For many households, a home represents not only where they live and raise their family, but also their largest financial asset, monthly expense, and source of debt.
Monthly Market Update: Stocks Set New Highs as Geopolitical Tensions Ease
Back-to-back ceasefires, first between the U.S. and Iran on April 7 and then between Israel and Lebanon on April 16, changed the market’s outlook. Let’s dive into the details!
Webinar: The Case for Private Markets
Join us for a webinar on private market investments, as we discuss their potential impact on diversified investment portfolios.
The Bull Market Cycle: Investment Lessons and the Wall of Worry
It has now been more than three-and-a-half years since the bull market began in October 2022.
Weekly Market Recap | April 24, 2026
Markets moved higher for a fourth consecutive week, with the S&P 500 and Nasdaq both closing at fresh all-time highs for the second week in a row.
Chart of the Month | Market Volatility: The Best Days and Worst Days Travel Together
The stock market’s best and worst days tend to arrive together, and the early months of 2026 offered a timely reminder.
A Balanced View of Inflation and Earnings as the War in Iran Evolves
The conflict between the United States and Iran continues to evolve, with markets reacting to each new set of headlines.
Weekly Market Recap | April 18, 2026
The S&P 500 gained nearly +4.5%, extending an 11-session V-shaped recovery. The Nasdaq set its own record, gaining nearly +7%.
Quarterly Webinar: Q2 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 2nd quarter of 2026.
