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Previous Newsletters
The Score at Halftime: What Markets Are Telling Us
The first half of 2026 delivered strong markets, broad gains, and plenty of volatility. Here's what investors need to know — and why staying in the game matters more than predicting the next headline.
Holzberg Wealth Management
Jul 24
Why It’s Hard to Stay Invested, Even When Markets Are Up
Markets are near all-time highs, and the rally is broadening beyond Big Tech. Here’s what history says about staying invested, and what it means for your portfolio.
Holzberg Wealth Management
Jun 25
Mega-IPOs Are Coming: What Every Investor Should Know
SpaceX, OpenAI, and Anthropic IPOs could reshape the market. Learn what historical IPO data, index fund risks, and fundamentals mean for your investment strategy.
Holzberg Wealth Management
May 28
Staying Grounded When the Headlines Won’t Let You
Consumer confidence is at a 74-year low, and yet markets are making new all-time highs. Discover what the data says and why staying the course is still the right call.
Holzberg Wealth Management
Apr 30
War, Oil, and Markets: What the History Books Tell Us
Markets are rattled by Middle East tensions and AI uncertainty, but 100 years of data shows disciplined investors have always come out ahead.
Holzberg Wealth Management
Mar 26
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