Weekly Commentary

Roth Strategy, Earlier: The Planning Opportunity Behind “Trump Accounts”

The Big Question for Markets: When Will the Middle East Conflict Be Resolved?

Week of March 29, 2026 – Weekly Economic Commentary

Proposed “Millionaires Tax”: Should Washington Residents Worry?

Strait of Hormuz: Risk Markets Veer Off the Straight and Narrow

Week of March 22, 2026 – Weekly Economic Commentary

Monitoring Inflation Shock Potentially Transitioning to Growth Shock

Behavioral Biases and Wealth Erosion: The Silent Risk of Emotional Financial Decisions

Week of March 15, 2026 – Weekly Economic Commentary

Staying the Course: Wealth Planning Amid Geopolitical Volatility and Rising Oil Prices

Triple Whammy Shocks: Geopolitical, Labor and Private Credit

Week of March 08, 2026 – Weekly Economic Commentary