May 14, 2026 | Weekly Wrap-Up
Inflation is heating up again — and some economists are warning that the US economy could be heading toward a period of stagflation by the end of 2026. That’s not a word most people hear often, but for investors and retirees, it’s an important concept to understand....
May 5, 2026 | Weekly Wrap-Up
We’ve all heard the phrase: “Sell in May and go away.” It’s catchy. It’s simple. And like many simple investing rules… it’s often misunderstood—and sometimes just wrong. Where Did “Sell in May” Come From? Historically, markets have performed better from November...
Mar 27, 2026 | Weekly Wrap-Up
CD (Certificate of Deposit) yields have ticked higher in recent weeks, creating a compelling opportunity for savers. Following the Federal Reserve’s decision to hold the federal funds rate at 3.75%, and with ongoing geopolitical tensions and inflation concerns, many...
Mar 13, 2026 | Weekly Wrap-Up
I had the pleasure of speaking this week at the Financial Planning Association of San Francisco roundtable: “How Local Advisors Are Running Their Practices” 📍 San Francisco Italian Athletic Club 📅 March 17, 2026 It was a great discussion alongside fellow RIAs on how...
Feb 27, 2026 | Weekly Wrap-Up
The U.S. stock market is more concentrated today than at any time since the 1930s. The top 10 companies now make up nearly 38% of the entire market — higher than the peak during the dot-com bubble. That sounds alarming. But concentration alone doesn’t mean a market...
Feb 18, 2026 | Weekly Wrap-Up
After reaching record highs, precious metals — including gold and silver — experienced a sharp correction in early 2026. While the decline felt sudden, it was driven by several predictable market forces coming together at once. Key Reasons for the Drop: Profit-Taking...
