Insights

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

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

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.

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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.

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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.

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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.

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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.

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

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