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Market Commentary
Market Commentary | March 23rd, 2026
The U.S./Israel conflict with Iran has continued to cause significant volatility within markets, and given this, we felt it was important to provide an additional update.
Market Commentary | March 16th, 2026
Last week delivered a concentrated set of U.S. economic data that helped refine expectations around growth, inflation, and the Federal Reserve’s policy path. While housing data showed tentative improvement, inflation measures and revised growth figures reinforced a cautious macro backdrop.
Market Commentary | March 9th, 2026
Last week delivered many important macroeconomic releases, giving investors insight into an evolving U.S. economic landscape. In addition, the conflict in Iran has escalated dramatically, adding significant economic concerns.
Posts
Stop Chasing This Year’s Returns — Focus on What Really Matters
One of the most common questions investors ask is a simple one: “What kind of return should I expect this year?”
2026 Market Outlook: Strong Momentum—and the Importance of Perspective
As we begin 2026, many investors are understandably feeling optimistic. Markets have delivered a remarkable winning streak over the past three years, rewarding patience and long term discipline. That kind of consistency is welcome—but it also brings with it an important question: What comes next?
So, what are Trump Accounts?
Starting in 2025, a new kind of investment account called a Trump Account is available to help families build long-term wealth for their children. Think of it as a financial head start—like a baby shower gift from the government that grows with your child. 💵 Who’s...
What the Big Beautiful Bill Means for Your Business: A Quick Guide for SMBs
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) is packed with tax tweaks, credits, and compliance updates that could affect your bottom line—especially if you run a small or medium-sized business. Here’s what you need to know, without the...
Two Major Tax Breaks in the One Big Beautiful Bill Act
The One Big Beautiful Bill Act, signed into law on July 4, 2025, delivers sweeping tax changes aimed at working Americans. Here are two of the most popular—and potentially lucrative—updates: No Tax on Tips and Overtime Workers in service, healthcare, and manufacturing...
Introducing Our New Blog Series: The One Big Beautiful Bill Act (OBBBA)
Big changes are coming—and we’re here to help you make sense of them. The One Big Beautiful Bill Act (OBBBA) is reshaping the financial landscape with sweeping updates to deductions, exclusions, and income rules. Whether you're a seasoned investor or just trying to...