Ceasefire Relief, Ongoing Portfolio Risk
A ceasefire headline lowered panic without fully restoring normal conditions.
Ceasefire Relief, Ongoing Portfolio Risk Read More »
Current Events
Current-event coverage focused on market-moving developments and how they may affect portfolios and planning decisions.
Private Markets in 2026: Where the Opportunity Is, and Why Selectivity Matters More Than Ever
A practical view of which private investments may fit in a portfolio, and why selectivity, liquidity, and underwriting discipline matter.
What the Iran Oil Shock Means for Inflation, Interest Rates, and Investor Portfolios
How conflict tied to Iran may affect oil, inflation, interest rates, and the stock market, and what that may mean for portfolio resilience.
What the Iran Oil Shock Means for Inflation, Interest Rates, and Investor Portfolios Read More »
Gas Price Expectations Jumped Again
Markets and households were interpreting the same energy shock in very different ways.
Gas Price Expectations Jumped Again Read More »
Ceasefire Relief, but No Clear Resolution
Markets found relief, but the deeper energy and inflation risks were still unresolved.
Ceasefire Relief, but No Clear Resolution Read More »
Weekend Brief: Safe Havens and Sequence Risk
A reminder that safe should be defined by the plan, not by the first rally.
Weekend Brief: Safe Havens and Sequence Risk Read More »
What Payrolls and Oil Volatility Still Meant
A closed-market weekend still revealed what needed review in the plan.
What Payrolls and Oil Volatility Still Meant Read More »
The Fed Is Still in Wait-and-See Mode: What That Means for Cash, Bonds, and Long-Term Planning
What the March 18, 2026 Fed decision may mean for cash balances, bond structure, and long-term planning decisions.
Oil Above $110 Changed the Setup
Sustained energy prices started to affect inflation, margins, and rate expectations.
Oil Above $110 Changed the Setup Read More »
Manufacturing Grew, but Costs Stayed Hot
Growth held up, but the cost side of the economy remained uncomfortable.
Manufacturing Grew, but Costs Stayed Hot Read More »