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Recent Blog Posts

Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict

March 9, 2026

At the start of the week, financial markets stumbled, and crude oil prices neared $120 a barrel amid anxiety over the escalating conflict with Iran.

Stocks Rebound on Ceasefire Hopes as Oil Pulls Back

Personal Investor

March 9, 2026

Wall Street rebounded Monday after a volatile session as hopes the Iran conflict may be nearing an end drove a late-day risk-on shift, lifting equities and bonds while pulling oil sharply lower.

Spotting Tax Inefficient Funds in Your Taxable Account

Retirement

March 9, 2026

When investing in a taxable account, what matters is what you keep after taxes.

“Finding Dividends, Interest, and Gains on Your Forms”

Personal Investor

March 6, 2026

If you’ve ever felt blindsided by tax forms showing up in your mailbox, you’re not alone. Investment income is easy to overlook—until it’s time to plug numbers into your tax software.

Oil Spike and Weak Jobs Jolt Markets

Personal Investor

March 6, 2026

Risk sentiment deteriorated Friday as a surprise decline in U.S. payrolls collided with a sharp oil rally tied to escalating Middle East tensions, reviving stagflation concerns and sending equities lower.

Geopolitics Drive Oil Higher as Stocks and Bonds Slide

Personal Investor

March 5, 2026

Stocks and bonds fell together Thursday as escalating Middle East tensions pushed oil sharply higher and revived inflation concerns, pressuring rates-sensitive assets.

War-Driven Oil Shock Continues to Rattle Markets, Challenges Fed Outlook

Recent Blog Posts

Geopolitics, Spiking Oil, and Staying Invested Amid the Iran Conflict

Stocks Rebound on Ceasefire Hopes as Oil Pulls Back

Spotting Tax Inefficient Funds in Your Taxable Account

“Finding Dividends, Interest, and Gains on Your Forms”

Oil Spike and Weak Jobs Jolt Markets

Geopolitics Drive Oil Higher as Stocks and Bonds Slide

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