April 2026 Recap
Strategic Outlook: Resilience Amidst Geopolitical Volatility The current investment landscape is defined by a paradox: heightened friction in the Middle East contrasted with remarkable domestic economic strength. The primary takeaway from recent market activity is the overall stability of the United States. The Real Economy: A Structural Shift in Energy Dynamics The global narrative remains […]
A Strong Economy… But Not a Simple One
By John Lau, CPA, CFP® May 1, 2026 – April gave us a clearer picture of where things stand—and where the tension is building. We saw a series of important economic reports, including the Q1 GDP estimate, jobless claims, and Core PCE inflation (the Fed’s preferred measure). While each report told a slightly different story, […]
Earning The Benefit Of The Doubt – May 1, 2026
The U.S. equity market—measured by the S&P 500—pushed through the 7,000 level in April, notching multiple record highs and its strongest monthly gain since 2020. Markets largely looked past the ongoing conflict in Iran, instead doubling down on the AI-driven growth narrative, with technology and semiconductor stocks leading the charge. Early evidence suggests AI is […]