Insights
2026 Mid-Year Market Update: Bring me your Outperformers
First Half 2026 Update The first half of 2026 has seen extraordinary volatility, both in the large stock indices as well between various asset classes. After an [...]
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Bonds are Toxic Right Now: We Believe the Pain Continues
Bonds, long considered the reliable ballast in diversified portfolios, have delivered disappointing results for many investors over the past 24 months. While not [...]
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April 2026 Market Update: A Mirror Image
In last month’s Market Update published on March 25th we wrote: “The toughest part of investing is handicapping how much of the fundamentals, and future [...]
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How Wars Shake the Stock Market
Wars have shaped human history for millennia, and they’ve left their mark on financial markets just as dramatically. From the outbreak of World War II to the 2022 [...]
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Spring 2026 Market Update: A Bouquet of Ambiguity
A Volatile Q1 In our February market update, we discussed how volatile the first two months of the year were; March has been no different. To take a step back, [...]
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One Demographic Really Likes Roth Conversions
Roth IRA conversions are gaining significant traction among Generation X (born 1965–1980) as this cohort approaches and enters retirement age. Now in their mid-40s [...]
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Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of [...]
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Gen Z Prefers Social Security Benefit Cuts To Tax Hikes
The Social Security program, a cornerstone of American retirement security since 1935, faces an existential crisis. With the trust fund projected to deplete by the [...]
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Gen Xers Face Retirement Saving Gap Without A Plan
Generation X, born roughly between 1965 and 1980 and now aged 45 to 60, stands at the precipice of retirement with mounting anxiety. As the first cohort to rely [...]
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Americans Want Passion Projects and Adventure in Retirement
Traditional images of retirement—quiet days on a golf course or leisurely afternoons in a rocking chair—are fading. A growing number of Americans envision their [...]
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Recent posts
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The New Trump Accounts Explained
June 18, 2026 -
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April 2026 Market Update: A Mirror Image
April 24, 2026 -
How Wars Shake the Stock Market
April 15, 2026
