Insights

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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.

Economic Commentary and Unique Perspectives

Another day, another “A”. That was the motto in our household growing up. Despite the cheeky and easy-going feel of…
The April 2026 Consumer Price Index for all urban consumers (CPI-U) reached 3.8%, the highest since May 2023. The Federal…
A few months ago, several private software companies defaulted on their debt covenants. This caused many lenders to software companies…

Market Updates

WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, August 3, 2026

Stocks climbed through another volatile summer week as mixed Q2 corporate earnings and the Federal…
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, July 27, 2026

Stocks closed lower last week as Q2 corporate results, Middle East developments, and the chips…
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, July 20, 2026

Stocks fell last week as a selloff in chip stocks overshadowed encouraging inflation data….
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, July 13, 2026

Stocks largely advanced over a V-shaped week as the AI trade, led by chip stocks,…
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, July 6, 2026

Markets posted a solid gain during a holiday-shortened trading week, with investors responding positively to…
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, June 29, 2026

The stock market closed mixed this week as declining oil prices boosted the Dow Jones…