Investment Commentary
OUR LATEST INSIGHTS ON THE MARKETS AND ECONOMY
America at 250 … Hot!—2nd Quarter 2026 Commentary
June 30, 2026
America at 250 … Hot! God Bless America! I hope you and yours enjoyed celebrating […]
2nd Quarter 2026: Market and Economy
June 30, 2026
Stocks bounced back in a big way in the second quarter. After sliding in the […]
Mag 7 – When Too Much Success Becomes a Risk
May 3, 2026
Over the past three years, we’ve enjoyed strong market performance, with the S&P 500 repeatedly […]
Dump Trucks and Data Centers—1st Quarter 2026 Commentary
March 31, 2026
Dump Trucks and Data Centers “I want to be a worker on the highway. I […]
Planning Commentary
TIMELY FINANCIAL PLANNING ADVICE
Trump Accounts: A New Vehicle for Long-Term Savings
July 9, 2026
Originally published in July 2025, this article was updated in January 2026 to reflect newly […]
DST 1031 Exchanges for Investors Seeking Simplicity and Diversification
June 25, 2026
A few years ago, I was living in Buffalo, New York, and managing a rental […]
Avoiding Costly 529 Distribution Mistakes
May 29, 2026
One question I can almost always predict when a parent has a child with a […]
A Return to Itemizing: What Changed and What It Means for Planning
April 30, 2026
Tax returns for 2025 saw many of our clients itemizing their deductions again. Let’s take […]