Market Commentary
Q1 2026 Market Commentary
Inflation in a Rapidly Changing World Even beyond the current headline spike in oil prices and the current cost of living, we are looking further ahead toward 2027–2028.
Q4 2025 Market Commentary
Staying Disciplined: Putting Life Goals Ahead of Market Noise After a long stretch of strong market returns, it’s natural to feel drawn toward whatever investments have been performing best recently.
Q3 2025 Market Commentary
The History of Ledgers: How Trust Has Evolved in Finance For thousands of years, merchants recorded their day’s trade in a single ledger—one column for money in, one for money out.
Q2 2025 Market Commentary
A World in Transition – Slowing, But Not Sinking As we move into the second half of 2025, the global economy and financial markets are reshaped by profound structural changes.
2025 Q1 Market Commentary
Navigating the Tides In 1687, Sir Isaac Newton discovered that the ocean tides are caused by the gravitational pull of the Moon and, to a lesser extent, the Sun.
2024 Q4 Market Commentary
President Trump's return to the White House will bring both familiar considerations and new challenges.
2024 Q3 Market Commentary
All Eyes on the Election Many pundits are calling next month’s election one of the most consequential in history.
2024 Q1 Market Commentary
The Power of a Personal Financial Statement: A Brief Personal Journey Over the past 23 years, I have maintained a personal financial statement, diligently updating it on the 1st of each month.
2023 Q4 Market Commentary
The fourth quarter posted strong performance results across the securities markets with stocks and bonds rising together on news that the Fed was done raising rates.
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