Staying the Course: Wealth Planning Amid Geopolitical Volatility and Rising Oil Prices
Geopolitical headlines over the last week have been nothing short of jarring. As news of the joint U.S. and Israeli air strikes on Iran continues to dominate the global cycle, it is natural for feelings of anxiety to surface. We are seeing a direct impact on energy markets, with oil prices surging and the critical […]
Triple Whammy Shocks: Geopolitical, Labor and Private Credit
Executive Summary Last week, stock and bond prices were down and yields were up. Three simultaneous shocks are feeding off each other: oil at $100/bbl (up 35% in a week), a February jobs loss of 92,000 versus expectations of +60,000 growth, and a third major private credit gating event. Bonds are not providing their usual cushion because the […]
Market Note: What the War in Iran and the Latest Job Report Mean for Investors
March 10, 2026 – As the war between the U.S., Israel, and Iran enters its second week, the hope for a short, Venezuela-style campaign is fading. Iran’s reported choice of Mojtaba Khamenei, the son of Ali Khamenei, as its next supreme leader suggests that a mood of defiance persists in Tehran. With no popular uprising […]