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Weekly Commentary
Fundamentals Drive Markets in the Absence of Fed Action
Markets remained resilient as strong earnings and improving global economic data supported equities despite higher Treasury yields, ongoing AI sector volatility, and persistent inflation and Fed policy concerns.
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Passing Down the Family Home Without Passing Down a Fight
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Week of August 02, 2026 – Weekly Economic Commentary
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Geopolitical Tensions Escalate While Risk Assets Fall
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Mega IRAs: Is It Time to Reposition Large Growth Assets?
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Week of July 27, 2026 – Weekly Economic Commentary
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Location, Location, Taxation: Where You Hold Your Investments Matters as Much as What You Own
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Week of July 20, 2026 – Weekly Economic Commentary
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Déjà Vu: Oil, Semi, Fed Move Markets
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How Do “Trump Accounts” Stack Up Against Other Child Savings Vehicles?
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Week of July 12, 2026 – Weekly Economic Commentary
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Q2 Market Recap: Broadening Beyond AI: A Strong Quarter for Stocks
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Fundamentals Drive Markets in the Absence of Fed Action