May 28, 2026 | Weekly Wrap-Up
It feels like everyone is talking about higher prices, economic uncertainty, and concerns about the future. If you’ve found yourself delaying a purchase, spending less, or worrying about job security, you’re not alone. Consumer sentiment in the United...
May 21, 2026 | Weekly Wrap-Up
Many investors are frustrated right now. Bonds are supposed to be the “safe” part of the portfolio — yet many bond funds have posted disappointing or even negative returns. So what’s going on? The answer comes down to one thing: Interest rates Bond prices move in...
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...
