As we entered into the new year, we believed that 2026 would be a more difficult year in the financial markets, and so far, it has been. As of April 10th, William O’Neil + Company is reporting that S&P 500 (SPY), Dow Jones Industrials (DIA), and AGG Intermediate Bond Index (AGG) are all down for the year. Currently, the biggest headwind in the financial markets is the war in Iran. In this commentary we will give a recap of the first quarter of 2026 and then talk about the

As we enter the new ye ar, clients have asked if this market can continue to go up after three years of growth, and are we due for a recession? In this commentary we will discuss that we are due for a sell-off in the market because valuations are high, but we think it will be a buying opportunity as we do not see a recession in 2026, and we think the Artificial Intelligence buildout that has been leading the market will continue. The S&P 500 heads into this new year at

As we enter the final quarter of the year, the economy continues to grow and the stock market continues to rally. Both the economy and the stock market are being increasingly pulled by the technology sector. Outside of the technology sector, things are not as robust. Inflation continues to be stubbornly high and the employment market is weakening. In this commentary, we will discuss the policy challenges this creates for the Federal Reserve because the policy tools needed

The financial markets ended the first quarter with a sharp sell-off centered around high valuations and tariffs. In our opinion, the...