Insights

July 6, 2025 THE "BIG BEAUTIFUL BILL": Congress finally passed, and President Trump signed into law, the bill officially known as the...

Markets often respond to facts: earnings reports, economic data, and policy decisions. But they also react to something harder to...

If you’ve built your wealth through a corporate role, equity compensation, or an inheritance, you may hold a large percentage of your net...

Volatility is part of investing. Markets rise and fall, and individual investments may swing even more dramatically than the broader...

Inflation is one of the most commonly discussed topics in personal finance. But lately, you may have also heard more about deflation. At...

If someone had told you that the United States would launch airstrikes in the Middle East and, within hours, the stock market would rise,...

June 29, 2025 THE STOCK MARKET IS UNPREDICTABLE: On Monday morning, I was in an internal investment committee meeting. One of the CFAs...

You’ve spent decades working, saving, and planning. Now the next chapter is coming into view. Whether you’re preparing to retire in the...

When you’ve built up a large position in a single stock, it’s often a sign of success. Maybe you’ve worked at the same company for years...