June 30, 2026
Stocks bounced back in a big way in the second quarter. After sliding in the […]
May 3, 2026
Over the past three years, we’ve enjoyed strong market performance, with the S&P 500 repeatedly […]
March 31, 2026
Dump Trucks and Data Centers “I want to be a worker on the highway. I […]
March 31, 2026
For years, the story for investors has been written on silicon—chips, data centers, and the […]
January 27, 2026
Success can sometimes lead to hidden risks. I often hear investors say, “I know the […]
December 31, 2025
Labor Shortage “The only thing on your to-do list is ‘Take down outdoor Christmas lights.’” […]
December 31, 2025
2023, 2024, and 2025: A truly incredible three-year run for markets. That is what we’re […]
November 15, 2025
More than ever, we’re realizing that our relationship with money—how we earn it, spend it, […]
America at 250 … Hot!—2nd Quarter 2026 Commentary