What’s moving the markets – July 2026
Growth slows but doesn’t stall: The Q2 GDP report showed the economy expanded at a noticeably slower pace than economists had expected. The deceleration coincided with the early months of… …
You’re paying more than you think: The hidden costs inside your ETF and mutual fund portfolio
You thought you did your homework. You looked at the expense ratio and selected the low-cost fund. Low-cost means low-cost, right? If you have more than $1 million invested in… …
What’s moving the markets – June 2026
Corporate profits: U.S. corporate profits reached their second-highest quarterly level on record in Q1 2026, a milestone driven largely by the AI and data center buildout that shows no signs of slowing. AI… …
What’s moving the markets – May 2026
Technology and AI: American businesses have been putting capital to work at a remarkable pace, and the results have showed up in earnings. S&P 500 companies have reported first-quarter earnings… …
Inflation-proofing your retirement income
Retirement isn’t simply an event. It’s a decades-long transition, and one of the biggest challenges over those decades is maintaining your purchasing power as the cost-of-living rises. Inflation may not… …
What’s moving the markets – April 2026
The Iran conflict and global energy: Sixty-three days in, the war in Iran has stopped feeling like a crisis and started feeling like a new normal. The closed Strait of Hormuz… …
What’s moving the markets – March 2026
Global energy market shock: The first quarter of 2026 has been defined by a single, dominant force: the U.S.-Iran conflict and its impact on global energy markets. The closure of the… …
What’s moving the markets – February 2026
Tariff uncertainty: Just when it seemed the Supreme Court’s decision to strike down the administration’s “reciprocal” tariffs might offer a path toward clarity, the White House responded by announcing a new… …
What’s moving the markets – January 2026
A weaker U.S. dollar and inflation: Recent financial commentary has noted a period of weakness in the U.S. dollar relative to other major currencies. This trend reflects a combination of… …
What’s moving the markets – December 2025
Gold and silver reflect currency concerns: Gold and silver continued to draw attention in December, with both reaching new highs. Gold prices rose as investors increasingly expect the Federal Reserve to move… …