Weekly Market Insights – Monday, September 14, 2026

Stocks fell over a shortened trading week as higher oil prices rattled investors.
Sizing Up AI Risk

The S&P 500’s exposure to AI, from concentration and circular financing risk to power constraints and valuation stress, and where the opportunity still outweighs the risk.ow recent market volatility may create tax-loss harvesting opportunities that can help offset gains and support a more tax efficient portfolio.
Weekly Market Insights – Monday, August 31, 2026

Stocks rebounded last week as falling bond yields and upbeat AI-related corporate reports rekindled positive market sentiment despite the Fed Chair’s slightly hawkish speech.
Weekly Market Insights – Monday, August 24, 2026

Stocks declined last week as oil prices and bond yields rose, stoking inflation concerns among global investors.
Weekly Market Insights – Monday, August 17, 2026

During a quiet summer trading week, cooling inflation lifted stocks, while sluggish retail sales weighed on investor sentiment, leaving major indexes mixed. Slower consumer and wholesale price growth in July encouraged markets, even as signs of softer consumer spending tempered the gains.
Weekly Market Insights – Monday, August 10, 2026

U.S. stocks rallied last week (August 3–7, 2026) to their strongest weekly performance since mid-April, driven by strong Q2 earnings and a weaker-than-expected July jobs report that shifted attention to the Federal Reserve’s next interest-rate decision.
Market Volatility Can Create Tax Opportunities

July saw single stock volatility rise to an extreme. In addition, it saw volatility in individual stocks widely dispersed and relatively uncorrelated to the S&P 500 Index. What does that mean? It means two things.
Weekly Market Insights – Monday, August 3, 2026

Stocks climbed through another volatile summer week as mixed Q2 corporate earnings and the Federal Reserve’s rate decision pulled prices in both directions.
Weekly Market Insights – Monday, July 27, 2026

Stocks closed lower last week as Q2 corporate results, Middle East developments, and the chips trade sent investors on a bumpy ride.
Weekly Market Insights – Monday, July 20, 2026

Stocks fell last week as a selloff in chip stocks overshadowed encouraging inflation data.