Risk-On Rally as the Fed Fine-Tunes Policy and Market Leadership Broadens
Executive Summary Last week, markets leaned risk-on as the Fed delivered its third consecutive rate cut and investors doubled down on the soft-landing narrative. Stocks wavered early but rallied after Wednesday’s Fed decision, with the S&P 500 and Dow moving back toward all-time highs. The Russell 2000 set record highs on consecutive days, and the […]
2025’s Unexpected Strength, 2026’s Unanswered Questions
As the year draws to a close, where do we find ourselves? Most likely, not where many of us thought we would be. Economic growth of 2.7-3%, inflation of 2.7-3%, a rising stock market, and falling interest rates… out-of-context (even in-context), this stands as a remarkably positive positioning for the start of 2026. The trade uncertainties that have […]
Should You Open a Trump Account for Your Child? A Balanced Guide for Parents
Between the headlines about the One Big Beautiful Bill Act and Michael Dell’s $6.25 billion donation, many have been asking whether these new accounts should be opened for children or grandchildren. Below is a straightforward look at how the accounts work and where they may fit into a broader wealth transfer plan. A Trump Account is a […]
A Jolt to End the Week: Markets Recalibrate Ahead of Busy Data Stretch – December 15, 2025
Good morning, Friday’s market action delivered an unexpected jolt after an otherwise calm week. Oracle’s apparent stutter-step around massive AI spending—combined with renewed uncertainty over the Fed’s intentions and leadership—set a clear risk-off tone across both stocks and bonds into the weekend. This morning, markets are walking back a portion of Friday’s losses ahead of the […]