Insights

Notes on markets, planning, and the decisions that matter.

Our latest thinking, published regularly — written to be useful, not to chase headlines.

The typical stock rises while the largest companies fall on AI spending worries

Meta’s spending plans revived worries about the cost of AI, but the typical stock rose, bonds gained for a third week, and oil climbed after attacks in Saudi Arabia. What moved markets this week, and what to watch next.

Read ›

Investors step back from technology as inflation picks up

Chip stocks fell for eight straight days, investors moved toward steadier sectors and bonds, and September inflation came in hotter than expected. What moved markets this week, and what to watch next.

Read ›

Stocks set a record as buyers return to bonds

The S&P 500 set its first record close since August, buyers returned to the bond market after five weeks of losses, and wireless carriers fell after a SpaceX spectrum deal. What moved markets this week, and what to watch next.

Read ›

Investing through a midterm election

Midterm election years have historically been the weakest year of the presidential term, and the months after the vote among the strongest. What the history means for investors this fall.

Read ›

A century of the market, month by month

One hundred years of U.S. stock market returns in one interactive view — every month, quarter, and year since 1926, with the crashes and elections marked, plus which sectors won under the last five presidents. What the calendar does and doesn’t tell you, and why staying invested is the signal that matters.

Explore ›

What AI’s next act might look like

The market is shifting from paying for the promise of artificial intelligence to paying for proof it works. Drawing on LPL Research’s Midyear Outlook 2026, we look at what that change means for investors.

Read ›

Records hold as the market’s leadership broadens

U.S. equities closed an exceptional first half near record highs — but beneath the surface, leadership quietly broadened, and the Federal Reserve changed course. What it means for our clients.

Read ›

Staying disciplined when the market gets loud

Financial headlines are engineered for your attention, not your decisions. How we keep short-term noise from driving long-term choices.

Read ›

What “holistic” actually means for your money

The word gets used a lot. Here’s what it looks like when your investing, planning, and taxes work together — and why it matters.

Read ›

New market notes and perspectives are posted here throughout the year.

BrokerCheck by FINRA