Weekly Wrap-up

If you looked at the headlines over the past week, you probably expected the stock market to be down.  We have ongoing conflict in the Middle East. Oil prices have been volatile. Interest rates remain elevated. Inflation is still a concern. And every day seems to...

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 States recently...

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...

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....

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...

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...

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...

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...

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...

One of the biggest fears retirees have isn’t running out of money — it’s being forced to sell investments at the wrong time. Market downturns feel much scarier when you’re relying on your portfolio to pay the bills. That’s where a ‘bucket income strategy’ comes in....