Why Staying Invested Is the Hardest, Smartest Choice Right Now
As published in Kiplinger April 13, 2026 – Geopolitical headlines in the past few weeks have been jarring. As joint U.S. and Israeli air strikes on Iran dominate the global news cycle, it’s natural for a sense of anxiety to surface. There is a direct impact on energy markets, with oil prices surging and the […]
How Portfolio Architecture Becomes a Competitive Advantage
There is something unusual about the uncertainty investors face today. It is not the acute, sharp shock of a financial crisis that resolves through a quick “V-shaped” recovery. Instead, we are witnessing a structural reconfiguration – a fundamental shifting of the assumptions that have underpinned global commerce, capital flows, and monetary policy for forty years. […]
Five Charts for the Week That Was: April 6, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including payroll numbers, healthcare jobs, unemployment rates, mortgage rates, and credit card delinquency rates.
Market Update: Iran vs The World, Round 2
March 22, 2026 – How we got into this war is unclear to me, but some facts are known. Iran’s ballistic missile program was back into full swing and would soon have more long-range missiles than both the U.S. and Israel could ever protect against. While the rhetoric and kinetic action in June 2025 (The […]
Beyond the Noise Podcast – Episode 1
Listen to Chief Economist Jeanette Garretty and Chief Investment Officer Stuart Katz as they analyze the economy and markets amidst current geopolitical tensions.
FOMC Commentary – March 18, 2026
The culmination of the March meeting of the Federal Reserve’s Federal Open Market Committee (FOMC) was a decision to leave the target range for the Fed Funds rate unchanged at 3.5%-3.75%.
Mid-Quarter Live Market Update – March 13, 2026
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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 […]
Five Charts for the Week That Was: March 6, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including oil, natural gas, and payrolls.
Market Update: Iran vs The World
March 6, 2026 – Below are some of my preliminary thoughts on the situation in the Middle East. We will be hosting a mid-quarter Live Market Update on Friday, March 13th. While this is a regularly scheduled discussion, we will focus on the war, its impact on the markets, and the prospects for the Middle East […]
February 2026 Recap
The Economy While recent headlines have leaned toward sensationalism regarding AI’s disruption of the labor market, we view the integration of artificial intelligence as a secular tailwind for long-term productivity growth and therefore the economy. Concurrently, high-profile layoffs often dominate the financial press but remain statistically marginal within a robust workforce of 160 million. Furthermore, […]
Five Charts for the Week That Was: February 20, 2026
Chief Economist Jeanette Garretty provides 5 economic charts covering topics including GDP, Personal Income, Federal Budget, and Commercial Mortgage Backed Securities.