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Gambling is not Investing
Throughout my career, I’ve often heard people argue that the stock market is rigged, corrupt, or tilted in favor of wealthy, well-connected investors. Many believe the average individual has little c... ...more
Weekly Brief
April 22, 2026•8 min read
Why Does the Stock Market Keep Going Up?
Clients have recently been asking why we rebalanced our model portfolios on April 1 to invest the large cash position back into equities that included gold miners. The underlying question is why are ... ...more
Weekly Brief
April 15, 2026•10 min read
Building and Preserving Wealth
U.S. equities rallied strongly from 2022 to early 2026, led by large caps, before Iran conflict fears triggered declines and unusual drops in precious metals. Markets turned volatile, with leadership ... ...more
Weekly Brief
April 08, 2026•6 min read
Differing Moods of Investors and Consumers
Before the war with Iran, both investors and consumers were already facing significant uncertainty about the outlook for their finances and the broader U.S. economy. Investors were focused on several ... ...more
Weekly Brief
April 01, 2026•7 min read
Stocks Need to Rebuild New Uptrend
The market’s recent loss of momentum reflects institutional investors turning cautious amid geopolitical tensions and overextended assets, prompting a shift to cash while waiting for clearer signals o... ...more
Weekly Brief
March 25, 2026•7 min read
Investors Not Panicking
On June 12–13 of last year, Israel carried out large-scale airstrikes against Iran, targeting nuclear facilities, military bases, and senior commanders and scientists. Dozens of sites were neutralized... ...more
Weekly Brief
March 18, 2026•4 min read
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