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Market Commentary

Q1 2026 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.

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Q4 2025 Market Commentary

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.

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Q3 2025 Market Commentary

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.

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Q2 2025 Market Commentary

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.

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&#160;2025 Q1 Market Commentary<br/>

 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.

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2024 Q4 Market Commentary

2024 Q4 Market Commentary

President Trump's return to the White House will bring both familiar considerations and new challenges.

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2024 Q3 Market Commentary

2024 Q3 Market Commentary

All Eyes on the Election Many pundits are calling next month’s election one of the most consequential in history.

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2024 Q1 Market Commentary

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.

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&#160;2023 Q4 Market Commentary<br/>

 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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