Insights
Economic & Market Reports
Our research team delivers weekly market commentary that is both insightful and easy to digest.
Oct. 06, 2026
AI Doomerism
Sep. 23, 2026
The Subtle Change
Sep. 21, 2026
It’s the End of the World as We Know It (and I Feel Fine)
Sep. 11, 2026
Trouble
Sep. 03, 2026
A Fractured AI Trade
Aug. 28, 2026
The Comfort of Doing Something
Aug. 21, 2026
The Tortoise and the Hare
Aug. 14, 2026
Asset Allocation in 2026: “Survey Says”
Articles
Sep. 08, 2025
The Monday Minute: HSAs and Trump Accounts
Aug. 25, 2025
The Monday Minute: OBBBA Taxes on Tips and Overtime
Aug. 11, 2025
The Monday Minute: OBBBA Charitable Contributions
Aug. 04, 2025
The Monday Minute: OBBBA Tax Brackets, Standard Deduction and SALT
Jul. 28, 2025
The Monday Minute: Intro to the One Big Beautiful Bill Act (OBBBA)
Jul. 21, 2025
The Monday Minute: Market Cycles
Jul. 14, 2025
The Monday Minute: Artificial Intelligence (AI)
Jun. 30, 2025
The Monday Minute: Comparing and Contrasting IRAs and 401ks
Jun. 16, 2025
The Monday Minute: Managing Inherited Assets
Jun. 09, 2025
The Monday Minute: How Much Money Do You Need To Retire?
Jun. 02, 2025
The Monday Minute: Gifting and Estate Taxes
May. 26, 2025