What Rising Real Yields Mean for Investors
Treasury rates have surged to their highest levels in recent years due to a combination of concerns around inflation, oil prices, the national debt, and the Fed. The 10-year Treasury yield is once again above 4.6% and the 30-year has been above 5% for the longest streak since 2007.1 In general, this is positive for […]
Trump Accounts: New Ways to Support a Child’s Financial Future
A famous quote by Warren Buffett is that “someone’s sitting in the shade today because someone planted a tree a long time ago.” For many parents and guardians, the goal of saving, investing, and planning is to ensure the financial security of their family. Alongside the day-to-day costs associated with raising children, parents must prepare […]
The AI Value Chain: Investor Perspectives on Data Centers, Semiconductors and More
In our modern world, computers and cell phones have become everyday necessities that are expected to simply work. Yet, there is unbelievable complexity behind not only the engineering that makes them possible, but also in the supply chains that allow millions of devices to be manufactured. Similarly, artificial intelligence (AI) may seem simple when using […]
Tax Strategies for High Earners: Smart Planning for Mid-Career Professionals
For mid-career professionals, reaching a higher income bracket is a milestone—one that brings both opportunities and challenges. Along with increased earning power comes a higher tax burden, which can significantly impact your ability to save, invest, and plan for retirement. Understanding and implementing strategic tax planning can help improve your after-tax wealth while positioning yourself […]
The Role of Cash in a Portfolio
The baseball player Yogi Berra once said that “a nickel ain’t worth a dime anymore.” With inflation still elevated, many investors and consumers may be feeling this way as well. Not only are everyday costs higher due to energy prices, but short-term interest rates have fallen over the past two years. This means that investors […]
Estate Planning Essentials for Pre-Retirees: Wills, Trusts & Legacy Goals
As you approach retirement, your focus naturally turns to income planning, healthcare decisions, and lifestyle choices. But one equally important — and sometimes overlooked — part of a comprehensive retirement strategy is estate planning. For individuals in their 50s and early 60s, building a thoughtful estate plan is more than deciding who receives what; it’s […]
Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year
There is a saying that smooth seas do not make skillful sailors. When it comes to investing, at no time has this been more true than during the first half of the year. Investors faced major events including the war in Iran, oil prices pushing inflation to multi-year highs, and questions around artificial intelligence (AI). […]
Consumer Financial Health: Record Lows and Highs
Consumer spending is the engine of the U.S. economy, accounting for roughly two-thirds of overall economic activity. In theory, when consumers feel financially secure and optimistic, they tend to spend more, driving corporate profits and economic growth. When they feel uncertain, they may tighten their belts. In reality, how consumers behave depends on many factors, […]
How to Start Investing with Little Money: A Guide for Young Adults
Starting your investing journey can feel intimidating, especially when your budget is tight. The good news? You don’t need a huge sum of money to start growing your wealth. Even small, consistent contributions can set you on the path toward financial freedom. Here’s how young adults can start investing, even with limited funds. 1. […]
Two Fed Eras: Greenspan’s Legacy and the Future Under Warsh
Alan Greenspan once said “since I’ve become a central banker, I have learned to mumble with great incoherence.” Greenspan, who passed away recently at the age of 100, served as the Chair of the Federal Reserve from 1987 to 2006 and became one of the most influential economic figures of the 20th century.1 As we […]