Inflation
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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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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October 2025 Market Update: There’s Gold in Them Thar Hills
What a difference a couple quarters can make. It was a six short months ago that it seemed the markets were headed for disaster. Many investors were pulling money [...]
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Wealth Taxes Don’t Work
Wealth taxes, which impose levies on an individual’s net worth rather than income, have been proposed in various countries as a tool to reduce inequality and fund [...]
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Frozen Housing Market No More: The Thaw
As October 2025 unfolds, the U.S. housing market remains locked in a delicate balance between persistent affordability challenges and tentative signs of recovery. [...]
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Federal Reserve Cuts Interest Rates for the First Time in a Year
On September 17, 2025, the Federal Open Market Committee (FOMC) announced a landmark decision: a 25-basis-point cut to the federal funds rate, bringing the target [...]
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Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a [...]
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Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security [...]
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Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in [...]
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Is Social Security Solvent?
Social Security solvency refers to the ability of the Social Security program, specifically the Old-Age, Survivors, and Disability Insurance (OASDI) trust funds, [...]
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Recent posts
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Spring 2026 Market Update: A Bouquet of Ambiguity
March 25, 2026 -
Private Credit is Turning Publicly Sour
March 23, 2026 -
Collecting Social Security: What You Need to Know in 2026
February 27, 2026 -
February 2026 Market Update: If you listen closely…
February 18, 2026 -
Bitcoin officially in Bear Market Territory
February 17, 2026 -
One Demographic Really Likes Roth Conversions
January 30, 2026
