Real yields are at their highest levels in years, driven by inflation concerns, fiscal uncertainty, and a shrinking Fed balance sheet. A thoughtfully constructed and well-balanced portfolio aligned with financial plans is more important than ever. Click here to read the full article.
Bottom Line: The headlines will change. The principles of successful investing won’t. Click here to read the full article.
The bottom line. Recent volatility reflects changing expectations around interest rates and geopolitical risks. Those developments deserve attention, but not overreaction. The long-term drivers of market returns, earnings growth, innovation, productivity and economic expansion, remain intact. History suggests those forces matter far more than any single day’s headlines. Click here to read the full article.
Bottom Line: You wouldn’t know it from the headlines, but stocks continued marching higher in May. Why? Because the underlying drivers of long-term returns remained intact. A reminder for investors that the most important lesson of all is to remain focused on building wealth over years and decades, not days and weeks. Click here to […]
Your brain is a pattern machine. That’s a feature… until it becomes a bug. Click here to read the full article.
As you may have seen in the news, a two-week ceasefire was recently announced between the U.S. and Iran, with a key focus on reopening the Strait of Hormuz, a critical waterway for global oil supply. This is an important development for investors since energy prices and inflation concerns have been top of mind. Click […]
Rising gasoline prices are a burden for consumers and will likely drive headline inflation higher. However, history shows that markets and the economy have navigated past energy shocks. Investors should maintain a long-term perspective, avoid overreacting to daily headlines, and stay focused on their financial plans. Click here to read the full article.
The U.S. and Israeli strikes on Iran represent an important geopolitical development. However, history shows that investors who maintain diversified portfolios aligned with their long-term financial goals are best positioned to navigate periods of uncertainty. Click here to read the full article.
It’s important to separate political views from portfolios and financial plans. Trade policy, legal battles, and political debates are important for taxpayers and voters, but they often lead to the wrong investment decisions. The history of markets shows that economic fundamentals, corporate earnings, and investment principles matter far more to achieving financial goals. Click here […]
Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
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A Difficult Month, Not a Broken Market Bottom Line: July reinforced the importance of keeping a long-term perspective, reminding investors why portfolios are built before volatility arrives. Market challenges can create opportunities for investors who are positioned across it. Click here to read the full article.