Weekly Market Recap | April 10, 2026
Stocks traded higher for a second consecutive week as a ceasefire announcement between the U.S. and Iran triggered the strongest single-day rally in roughly a year.
Global Portfolio Perspectives on the Dollar, Gold, and International Stocks
Global events have been at the center of financial market activity, with high oil prices, geopolitics, and new tariff rules capturing investor attention.
1st Quarter 2026 Market and Economic Review
The first quarter was eventful for markets. Stocks traded higher to start the year, with the S&P 500 posting a modest gain in January.
When Fear Spikes, History Rewards the Patient Investor
Market fear is back. The VIX hit 31 last Friday. However, when fear spikes, history rewards the patient investor.
Weekly Market Recap | March 27, 2026
Market trading this week was shaped by ceasefire headlines between the U.S. and Iran.
How Oil and AI Are Impacting Stock Market Sectors
In today’s environment, the difference between the best and worst performing sectors has widened to over 40 percentage points this year.
Weekly Market Recap | March 20, 2026
This week mirrored last week: stocks traded higher early, then fell and finished lower in a late-week selloff.
Market Pullbacks and Portfolio Balance
The ongoing conflict in Iran and rising oil prices have been the primary drivers of stock market swings in recent weeks.
Chart of the Month | Software Stocks, AI Disruption, and the Importance of Diversification
The software industry has declined nearly -30% from its peak last October – what’s behind the sell-off?
Weekly Market Recap | March 14, 2026
It wasn’t pretty – markets finished lower as an early-week rally faded into a late-week selloff.
$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.
Weekly Market Recap | Feb. 27, 2026
Markets rebounded from an early-week sell-off tied to tariff uncertainty but finished the week little changed.
Top Client Questions: Tariffs Ruled Unconstitutional, Iran, GDP, and Private Credit
Join us for a discussion on the top client questions – Tariffs Ruled Unconstitutional, Iran, GDP, and Private Credit
