Q2 2026 Market Outlook
This time of year offers a natural opportunity to step back, review where things stand, and make sure your planning, investments, and overall financial structure remain aligned with what matters most. For many families, that means not only paying attention to markets but also ensuring the right systems, advice, and
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Q1 2026 Market Outlook
As we turn the calendar, we also move from the year of the Snake into the year of the Horse in the Chinese zodiac. The
3rd Quarter 2025 Market Outlook
Hello from 30,000 feet! I’m writing this from somewhere over the Pacific, about six hours into a 12-and-a-half-hour flight from Chicago to Tokyo. This trip
2nd Quarter 2025 Market Outlook
Tariff-ied investors have led to volatile markets since Trump announced his plan to levy tariffs with our trading partners. (I expect audible eye rolling at
1st Quarter 2025 Market Outlook
Happy 2025! We hope you and your family had a wonderful holiday, and that everyone is enjoying the first quarter tradition of dating documents as
2nd Quarter 2024 Market Outlook
The last of the pollen is washing away soon, the eclipse happened without an alien invasion, and the hype of NC State in the final
1st Quarter Market Update 2024
Happy New Year! The 4th quarter was quite the wild ride so here is my attempt to summarize what just happened. • Stocks: The Party
