Personal Investor

What the Iran–Strait of Hormuz Crisis Means (and Doesn’t Mean) for Long Term Investors

Escalating conflict involving Iran, Israel, and the United States, and resulting disruptions in the Strait of Hormuz, have heightened investor anxiety.

War-Driven Volatility Sends Stocks Lower as Oil Surges Above $100

Heightened geopolitical tensions dominated markets as escalating conflict between the U.S., Israel, and Iran drove oil above $100 and weighed on risk assets. 

Oil Shock and Credit Stress Drag Markets Lower

Markets sold off Thursday as a sharp oil spike tied to the Iran conflict and fresh strains in private credit weighed on risk sentiment, pushing equities broadly lower while rates rose and the dollar strengthened.

Concentrated Wealth, Widening Divide: Understanding Today’s U.S. Wealth Gap U.S. Wealth Inequality at Historic Highs

Recent research shows U.S. wealth inequality is at record highs. While the economy has grown, most gains have gone to the wealthiest, leaving many behind.

Oil Rally and War Risks Keep Markets on Edge

Stocks churned and closed mixed as escalating Iran-related tensions overshadowed otherwise benign inflation data, while oil extended its rally despite the IEA’s record reserve release.

Why the Rising Cost of Living Has Become Americans’ Biggest Monetary Burden

Americans now identify the rising cost of living as their main financial concern, making it a frequent topic in discussions between registered investment advisers (RIAs) and clients. 

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