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.
Is AI Eating the World? A Portfolio Perspective
Fifteen years ago, venture capitalist Marc Andreessen famously wrote that “software is eating the world.”
Top Client Questions: AI Disruption, Gold, Silver, and Bitcoin
You may have seen recent headlines on the stock market’s volatility related to new AI tools, gold, silver, and bitcoin. Let’s get into it!
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.
Weekly Market Recap | Jan. 23, 2026
Tariff-related developments sparked early-week volatility, though conditions stabilized as concerns eased.
Chart of the Month | Bonds Are Starting to Act Like Bonds Again
The bond market is emerging from a turbulent few years marked by shifting market conditions and increased volatility.
What Could Drive the S&P 500 Higher After +20% Annualized Returns?
U.S. stocks have performed exceptionally well over the past few years, with the S&P 500 returning about +21% annually over the last three years.
Weekly Market Recap | Jan. 16, 2026
Markets were mixed this week, with last week’s rotation carrying over.
Quarterly Webinar: Q1 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 1st quarter of 2026.
Weekly Market Recap | Jan. 9, 2026
Markets started 2026 on a positive note, with major equity indices extending their 2025 gains as leadership shifted to smaller companies and cyclical sectors.
The Future of the Fed: New Leadership and Rate Cuts
Explore The Future of the Fed and its impact on interest rates, the stock market, and investment strategies for 2026.
