Investment Insights Newsletters
July/August 2026: The Fed's Next Chapter: Five Charts for Investors to Review
June 2026: Understanding Today's Market Using a Valuation Framework
May 2026: Bad News is Constant. Stick to Your Strategy.
April 2026: Is Your Tax Refund Working Against You?
March 2026: Navigating Market Volatility: A Simple Playbook for Staying on Track
February 2026: Is Disinflation Hiding Beneath the Surface?
December 2025/January 2026: What 2025 Taught Us: Three Lessons Worth Bringing into 2026 and Beyond
November 2025: Investing in the Age of AI: Own Innovation, Avoid Overconcentration
October 2025: The Fed's Balancing Act: Inflation, Jobs & Markets
September 2025: Don't Bet on the Last Winner: Investing Across Borders
August 2025: Tariffs and Inflation: Expectations Meet Reality
July 2025: 2025 Mid-Year Outlook
June 2025: Were You Nervous Earlier This Year? Revisit Risk Tolerance
May 2025: Your Guide to Navigating Volatile Markets
April 2025: The Hidden Costs of Tax Refunds
March 2025: Social Media and Investor Overconfidence
February 2025: Tariffs in 2025 - Risks and Implications for Your Portfolio