July proved to be a difficult month for markets. We've summarized the major market and economic developments from July 2026.
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A recap of our [Month year] portfolio meeting, covering market developments, asset allocation, and our general outlook for the next 6-12 months.
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A recap of our June 2026 portfolio meeting, covering market developments, asset allocation, and our general outlook for the next 6-12 months.
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Despite geopolitical tensions, inflation concerns, and questions surrounding AI, markets reached new highs during the first half of 2026. The takeaway for
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Discover how gifting appreciated securities — and pairing it with a Donor-Advised Fund — can turn market strength into meaningful tax savings and charitable
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A recap of our February 2026 portfolio meeting, covering market developments, asset allocation, and our general outlook for the next 6-12 months.
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Markets showed resilience in April, reaching record highs even amid ongoing economic and geopolitical uncertainty.
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Home prices remain near record highs, household wealth stays deeply tied to real estate, and borrowing trends continue to shape the path ahead.
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Markets move, headlines react—but a well-built portfolio is designed to endure.
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Oil near $100 can rattle markets—but history offers perspective for long-term investors.
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Rising Middle East tensions are shaking markets—but what do they really mean for long-term investors?
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Diversification isn’t just about investments. Learn how it can support retirement income planning and help manage risk through market cycles.
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