Recent Blog Posts

How Major Asset Classes Have Performed Since 2020

Over the past five years, global markets have experienced dramatic shifts, shaped by the pandemic, evolving monetary policies, and geopolitical tensions. 

Planning for Healthcare Costs in Retirement

Healthcare expenses are not just significant, but they also pose a potential financial strain that retirees often underestimate.

University of Michigan’s Consumer Sentiment Index: June 2025 Rebound Signals Easing Tariff Fears, Lingering Caution

This month’s positive shift was not a mere blip, but a broad-based improvement seen across all major groups. Joanne Hsu, Director of the Surveys of Consumers, noted that improvements were unanimous, spanning all ages, income levels, political affiliations, and regions. 

The Midday Market Roundup for Monday, June 16, 2025

Markets remain on edge as hostilities between Israel and Iran continue, with reciprocal strikes over the weekend targeting refineries and gas facilities.

The Pulse: Global Economic and Market News for Friday, June 13, 2025

June 13, 2025, was marked by heightened geopolitical tensions, volatile energy prices, and shifting investor sentiment. Markets worldwide reacted sharply to the escalating conflict in the Middle East, ongoing trade policy developments, and evolving expectations about central bank actions.

The Midday Market Roundup for Friday, June 13, 2025

Oil prices remain volatile as geopolitical tensions in the Middle East continue to influence global energy markets.

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