If you are retired, you are probably more aware than ever of daily market swings. The value of your portfolio is no longer just a number on a statement. It may help support your lifestyle, healthcare costs, and peace of mind. In this environment, dramatic headlines about market drops, recessions, or “can’t-miss” investing trends can be unsettling. From a financial advisor’s viewpoint, how you respond to that noise matters more than the noise itself. Most retirees face two competing instincts … [Read more...]
May 2026 Recap
May 2026 Recap … [Read more...]
Elections, Markets and Investor Confidence
Why Staying the Course Matters Election years can make investors uneasy. Headlines grow louder, political rhetoric intensifies, and market volatility often follows. For many investors, midterm elections can feel like turning points that may reshape the economy, alter tax policy, or change investment outcomes. Yet history tells a calmer story. While political uncertainty can affect market sentiment in the short term, long-term investment performance has historically depended more on … [Read more...]
April 2026 Recap
April 2026 Recap … [Read more...]
Equity Markets: Strong Earnings, Narrow Leadership
In 2026, equity markets are sending investors a mixed but generally constructive message. Corporate earnings have remained resilient, with many companies reporting solid revenue growth and improving profitability despite lingering inflation and periodic geopolitical shocks. At the same time, the major indices that dominate headlines remain heavily influenced by a relatively small group of mega-cap companies, especially in technology and communication services. That mix of solid fundamentals and … [Read more...]
April Market Commentary
Didn’t see a war coming in the first quarter… It felt like we would have a continuation of 2025, at least through the first half of 2026, but war always brings a downside. At least some of the stocks we have been interested in buying have better prices. The problem is the stocks we already hold also have better prices, lower ones! Which doesn’t help us! They say we have an average of one market correction every two years, some are worse than others, some happen so fast, if you went on … [Read more...]
March 2026 Recap
March 2026 Recap … [Read more...]
Spring Clean Your Yard – And Your Investments
How a seasonal tradition can inspire financial clarity and confidence Every spring, something shifts. It’s not just the weather. The entire spirit of the season seems to lean into action: the deep clean, the yard work, the donation boxes, the closet purge. Spring cleaning is both a ritual and a relief – a way to reassert control over what feels chaotic or cluttered. But while we wipe windows and prune hedges, our financial lives often remain neglected. A spring refresh of your portfolio can … [Read more...]
Kevin Warsh’s Appointment as Fed Chair
What It Could Mean for the Economy and Investors The news is finally out — former Federal Reserve Governor Kevin Warsh has been nominated to lead the U.S. Federal Reserve, capping months of speculation and setting the stage for what could be a defining period in central banking. For investors and financial professionals alike, this leadership shift arrives at a moment of both uncertainty and opportunity. Warsh, who served on the Fed’s Board of Governors during the 2008 global financial … [Read more...]
January Market Commentary
Happy New Year! Do you feel like 2025 was just a blur? Lots of market action all year, maybe that’s why 2025 came and went so quickly? I hope the markets are a little calmer this year. Of course, the media won’t let us have calm…. They like madness! So probably skip as much media as you can this year. As far as markets and forecasting, what will happen in 2026, we don’t know. But, as I mentioned back in the summer, when the market came back so quickly after the April dip, statistically, … [Read more...]