It’s not often you read a headline for new highs in the US equity market (S&P 500 and NASDAQ) as well as headline for a 24-year high in the US 10-year treasury yield in the same week – but such is our current reality. This sets up a very unusual game of tug-of-war in markets. […]

Perhaps it is the time of year – leaves start to change, daylight hours decline, and the calendar starts to feel as though it’s on fast-forward as we approach the end of another year. Whatever the reasons, this is the time of year clients start to “check in” on what needs to be taken care […]

Third quarter 2026 wrapped up this week, surrounded by a flurry of noteworthy events and data releases. Let’s take a look at four such items Inflation and Jobs Data The Personal Consumption Expenditure (PCE) price index for August was released and was a cooler read of inflation than markets anticipated, rising 3% year over year […]

Interest rate levels impact all of us in some way (for better or worse). I talked to a client this week about the impact of rates on housing. Let’s take a look. It’s no secret that interest rates have moved up in 2026 (instead of the projected downward trajectory). This is due to a host […]

Oil hovers near $100. Middle East conflict marches on. Trade wars are back in the headlines. Midterm elections are coming up in six weeks in the US. The Federal Reserve rose interest rates last week (and may not be done with their hikes). Longer-term interest rates continue to rise (with the 10 year rising, sitting […]

As equity markets continue to march higher, sentiment is getting increasingly negative. A client asked about this apparent contradiction and what investor sentiment surveys typically mean for the path forward. Hard versus Soft Data If you’re an engaged investor, you are probably used to following economic data (like interest rates, inflation data, trade data, etc) […]

After weeks of speculation, the US Federal Reserve released their rate decision on Wednesday this week. Leading up to the decision, markets had been pricing a near 100% probability of a rate hike. Turns out they were correct all along. The Federal Reserve voted unanimously to raise the Federal Funds rate 0.25% – the first […]

I was talking with a client a few weeks ago about cash flow and a few other items, and he brought up frustration over taxes – namely that he always ends up having to pay in a large amount upon filing his return in April. I had a feeling this might be a more common […]

For many investors, a key element of their investment portfolio is their employer sponsored retirement plan (called a 401k, 403b, etc – depending on your employer type). These plans allow for automated savings via payroll withholdings, come with a preset menu of investments, and often include an employer match – making them very popular with […]

No, this is not just a question to ask yourself when visiting a mountain region! This is the key questions market participants are asking themselves this week regarding the likely outcome of the Federal Reserve’s interest rate decision next week Wednesday. In the wake of a somewhat strong jobs report last Friday, markets are now […]