18 Feb Weekly Market Commentary Weekly Market Commentary 2/16/26 Last week, 5 of the 6 Major Markets closed lower, with Emerging Markets being the lone holdout in positive territory. Continue Reading
13 Feb Client Check-in Newsletter February Newsletter: File Taxes Now or Wait? For investors, filing fast isn’t always filing smart. Here’s how timing your return can make a real difference. Continue Reading
12 Feb Weekly Market Commentary Weekly Market Commentary 2/9/26 The Dow surged 2.5% to a new all-time high, powered by strength in value, cyclical, and defensive stocks. Continue Reading
10 Feb Client Check-in Newsletter February Newsletter: Honoring Black History Month Learn why economic empowerment and diversity matter to long-term investors, and how inclusive growth can influence performance, resilience, and risk. Continue Reading
04 Feb Weekly Market Commentary Weekly Market Commentary 2/2/26 The S&P 500 edged up about three-tenths of a percent, while the Nasdaq and Dow slipped modestly. Continue Reading
30 Jan Weekly Market Commentary Weekly Market Commentary 1/26/26 Early in the week, renewed tariff threats toward the EU and NATO sparked a risk-off selloff. Continue Reading