U.S. equities slowed their pace last week, as earnings strength and ongoing AI enthusiasm did its best to offset rising Treasury yields and inflation worries. The S&P 500 eked out a 0.17% gain, while the Dow dipped 0.11%. However, as earnings season winds down,...
General Topics
A Resilient Labor Market and Earnings Growth Lead Markets Higher
U.S. equity markets rose for the sixth consecutive week as stronger-than-expected corporate earnings and hopes of a peace deal kept investors in a jovial mood. The S&P 500 ended the week up 2.4% while the Nasdaq finished up 4.5% for the week. As we enter the final...
Financial Freedom Means Finding Your “Enough”
By John Deglow After twenty-five years in financial planning, one pattern stands out to me which often surprises others. That is, the clients who worry most about having enough money for retirement are often the ones who have the most. Some of the most anxious people...
Eyes Where They Belong: What the Kentucky Derby Can Teach Us About Wealth Management
By Mike Samford More than 150,000 people leaned toward the track as Golden Tempo came charging through the final stretch. Hats tilted, phones raised, strangers formed a phalanx of cheers. In the grandstand, in the boxes, and along the rail every eye seemed fixed on...
Markets Reach Fresh Highs as Investors Shrug Off Higher Inflation
Market Data as of Week Ending: 5/1/2026 unless noted otherwise U.S. equity markets rose modestly for the second week in a row on the back of strong corporate earnings. The S&P 500 and NASDAQ each rose around 1% for the week, with both benchmarks reaching new...
Earnings Strength Propels Markets to All-Time Highs
Market Data as of Week Ending: 4/24/2026 unless noted otherwise U.S. equity markets posted a modest week of gains, with major indexes continuing their upward trend as the S&P 500 and the Nasdaq Composite finished the week at record levels. Earnings remain at the...
Stocks Sprint Ahead as Results Fuel Market Rally
Market Data as of Week Ending: 4/17/2026 unless noted otherwise U.S. equity markets posted a robust week, with major indexes rallying as the S&P 500 climbed 4.55% and small-cap stocks outperformed, evidenced by the Russell 2000 gaining 5.57%. Earnings have moved...
Ceasefire Sparks Risk Rally
Market Data as of Week Ending: 4/10/2026 unless noted otherwise U.S. equity markets posted another strong week, as major indexes shook off recent volatility following a breakthrough U.S.-Iran ceasefire agreement. The S&P 500 climbed 3.58%, while small-cap stocks...
Op-Ed: Play at Your Own Risk
By Andrew Mason A few years ago, I wrote a blog about Financial Abstraction—the idea that as money becomes less tangible, our behaviors around that money change in ways we usually don’t notice. When a purchase is a tap of a card or a click away, the psychological...
Markets Rebound Despite Geopolitical and Inflation Risks
Market Data as of Week Ending: 4/3/2026 unless noted otherwise Stock prices generally recovered, as major U.S. indexes finished the holiday-shortened week higher. Geopolitical tensions remain elevated and have contributed to volatility, as the U.S. military remains...








