Insights

FEATURED

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 24, 2026

Stocks declined last week as oil prices and bond yields rose, stoking inflation concerns among…
WEEKLY MARKET INSIGHTS

Weekly Market Insights – Monday, August 17, 2026

During a quiet summer trading week, cooling inflation lifted stocks, while sluggish retail sales weighed…
WEEKLY MARKET INSIGHTS

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,…
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….