What’s Driving Stocks, Bonds, and All-Time Highs
The stock market has climbed to new all-time highs following several periods of uncertainty this year. This is welcome news for investors, especially because many parts of the market have contributed to the rally, including sectors such as Energy, Information Technology, and Industrials. Interest rates are also near multi-decade highs, pushing bond yields to their […]
The Midterm Election and Long-Term Investing
With the November midterm election approaching, campaigns are starting to intensify across the country. Politics have only grown more divisive in recent decades, so it’s natural for investors to wonder whether the election should influence their financial decisions. More than ever, it’s important to separate our political views from investing, and not vote with our […]
Five Signs Your Family Needs a More Structured Decision-Making Process
Most families with significant wealth do not have a decision-making problem — they have a decision-making system that has not kept up with their complexity. When a family’s wealth was concentrated in a single business or a few accounts, decisions could be made informally by one or two people. As the wealth grew, so did […]
Monthly Market Update for July 2026: AI Volatility, Rising Yields, and Middle East Tensions
Markets experienced a challenging environment in July with major indices ending the month slightly lower. However, this is in the context of healthy year-to-date gains and a broad market that is not far from its all-time high. A number of factors drove day-to-day market moves, including new concerns around AI investments, Treasury yields climbing toward […]
What Rising Real Yields Mean for Investors
Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury yield is once again above 4.6% and the 30-year has been above 5% for the longest streak since 2007.1 In general, this is positive for […]
Trump Accounts: New Ways to Support a Child’s Financial Future
A famous quote by Warren Buffett is that “someone’s sitting in the shade today because someone planted a tree a long time ago.” For many parents and guardians, the goal of saving, investing, and planning is to ensure the financial security of their family. Alongside the day-to-day costs associated with raising children, parents must prepare […]
The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet, there is unbelievable complexity behind not only the engineering that makes them possible, but also in the supply chains that allow millions of devices to be manufactured. Similarly, artificial intelligence (AI) may seem simple when using […]
Tax Strategies for High Earners: Smart Planning for Mid-Career Professionals
For mid-career professionals, reaching a higher income bracket is a milestone—one that brings both opportunities and challenges. Along with increased earning power comes a higher tax burden, which can significantly impact your ability to save, invest, and plan for retirement. Understanding and implementing strategic tax planning can help improve your after-tax wealth while positioning yourself […]
The Role of Cash in a Portfolio
The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many investors and consumers may be feeling this way as well. Not only are everyday costs higher due to energy prices, but short-term interest rates have fallen over the past two years. This means that investors […]
Estate Planning Essentials for Pre-Retirees: Wills, Trusts & Legacy Goals
As you approach retirement, your focus naturally turns to income planning, healthcare decisions, and lifestyle choices. But one equally important — and sometimes overlooked — part of a comprehensive retirement strategy is estate planning. For individuals in their 50s and early 60s, building a thoughtful estate plan is more than deciding who receives what; it’s […]