Recent Blog Posts

Oil Surge Breaks the Risk Rally

Markets lost some momentum Monday as a fresh escalation in US-Iran tensions pushed oil sharply higher and pulled equities modestly off record levels.

Where HSAs Fit Alongside 401(k)s in a Savings Priority List.

Most people don’t need to choose between an HSA and a 401(k). The real question is which account to fund first, depending on your workplace benefits, taxes, cash flow, and expected health care costs.

Risk Rally Builds as Hormuz Reopens and Oil Breaks Lower

Markets extended April’s surge as easing Middle East supply fears reinforced an already strong risk-on backdrop driven by AI enthusiasm, resilient earnings, and expectations for additional Fed easing later this year. 

Records Hold as Markets Look Through Middle East Risk

US equities eked out fresh records as investors looked past another wave of Middle East headlines and leaned into the view that the conflict may stay contained enough to avoid a deeper hit to growth, earnings, and energy flows.

Record highs as peace hopes and earnings revive risk appetite

US stocks pushed to fresh records on Wednesday as investors leaned into the view that Middle East tensions may be moving toward de-escalation and that early earnings results are reinforcing confidence in corporate resilience. 

S&P 500 Climbs Toward Record as Iran De-escalation Hopes Lift Risk Appetite

US stocks rallied again on Tuesday as easing fears around the Iran conflict, lower oil prices, and softer-than-expected wholesale inflation reinforced the market’s recovery tone.

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