Previous Newsletters

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.

Markets are rattled by Middle East tensions and AI uncertainty, but 100 years of data shows disciplined investors have always come out ahead.

What is Wall Street expecting in 2026? We break down major institutions’ outlooks and share our perspective on portfolio positioning across market environments.

Is AI a bubble? Get clear guidance on AI investing, market volatility, and how to protect your long-term financial plan with smart diversification.

What do government shutdowns mean for your investments? Explore the history, economic impact, and why investors who stay disciplined have often been rewarded.