Weekly Wrap-up

Politics aside, a new savings vehicle is about to enter the financial planning world, and it's worth understanding. The newly created Trump Account is generating plenty of headlines because of the government's $1,000 contribution for eligible newborns. While that...

SpaceX has become one of the most talked-about investments in the world. After years of being available only to private investors and venture capital firms, the company's IPO has generated enormous excitement among retail investors eager to own a piece of Elon Musk's...

The latest inflation report showed consumer prices rising 4.2% year-over-year in May 2026, the highest reading in three years. Headlines are focused on rising gasoline prices and the impact of conflict in the Middle East, which has disrupted oil markets and pushed...

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...