More Than Market Commentary.

Markets have been choppy lately — and if you've been paying attention, you know why. Oil prices have climbed back above $100 a barrel, which tends to slow economic growth and nudge inflation higher. Add in ongoing questions about Federal Reserve interest rate policy and whether stock valuations have gotten ahead of themselves, and it's easy to see why investors are checking their portfolios a little more often than usual. But here's the thing: a well-built portfolio isn't sup

Why oil has climbed to $100 In a matter of days, oil went from a quiet $70 a barrel to knocking on the door of $100. The escalating conflict in Iran and the effective closure of the Strait of Hormuz lit the fuse, and now Brent crude and WTI are at levels we haven't seen since Russia marched into Ukraine in 2022. Predictably, the word "stagflation" is making the rounds again, and the phrase "global economic downturn" is showing up in a lot of headlines. Before we go any furthe

Good news, mixed signals, and one thing worth watching. That's the economy in a sentence right now. Growth is surprising to the upside, inflation is headed in the right direction, and unemployment is low by any reasonable measure. But the job market has some nuance beneath the surface that's worth understanding before you decide how you feel about all of it. The job market is at a turning point One useful way to read the job market is to compare how many people are looking fo

January was noisy and February is starting off on the same note. Markets moved, headlines screamed, and your portfolio probably felt it. But here's the thing: this is what markets do. The challenge isn't avoiding volatility, it's not letting it derail the plan we built for the next 10, 20, or 30 years. Key Market and Economic Drivers in January The S&P 500 gained 1.4% in January and briefly crossed 7,000 for the first time on an intra-day basis. The Nasdaq Composite rose 0

Tax laws are confusing and every year, Congress seems to think we need a few more changes to keep things interesting. In 2026, there are some updates you'll want to know about, especially around retirement savings and deductions. Here's the thing: if you're over 50 and doing well financially, these changes are worth understanding now and not in November when you're scrambling before year-end. New rules for retirement "catch-up" contributions One of the bigger changes affects

Most of our clients have received aggressive calls from Invesco regarding a proxy. While these calls are not a scam, if you've answered your phone lately only to hear about an extended car warranty or received a text claiming you've won a cruise, you're not alone. Americans receive an estimated 12 spam calls per month, with scammers continuously finding new ways to reach us. We want to provide you with some actionable items to help curb these scam calls and texts. Understandi

Historical data shows that the S&P 500 tends to rise following the resolution. Investors should remain calm and resist the urge to...

Making Sense of Social Security Funding The solvency of Social Security is incredibly important for retirees. We most often hear this...

The "One Big Beautiful Bill Act" (OBBBA) enacted changes to the State and Local Tax (SALT) deduction that could be very good news for...