Recent Blog Posts

Tech slump splits the tape as yields ease; eyes turn to Nvidia and the Fed

Stocks opened a key week on a divided note: chip-led selling pulled the S&P 500 and Nasdaq modestly lower while the Dow eked out gains.

Stocks slip as long-end yields rise on inflation fears

A brief bond-market respite gave way to rising yields after firmer data, pressuring equities into the close. 

Revisiting Your Investment Policy Statement Before You React to Market Swings

In the world of finance, as in politics, the impulse to react is often the most dangerous.

Stocks edge higher as yields retreat; healthcare leads while chips lag

A pullback in Treasury yields helped U.S. equities snap a three‑day dip, though early strength faded into the close.

Staying the Course: What a Fiduciary Process Looks Like When Markets Get Choppy

Market volatility can make a retirement plan feel urgent even when no feature of the plan has changed. For a business owner or plan sponsor, the pressure may come through employee questions, unsettling headlines, and reports that look very different from the prior quarter. 

Stocks slip as oil stays firm and long yields push higher; tech leads the retreat

U.S. stocks finished lower—pressure heaviest on the S&P 500 and Nasdaq while the Dow edged down—as crude stayed elevated and long‑end Treasury yields hovered near cycle highs amid a stalled U.S.–Iran truce; softer housing data added to the caution.

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