The market is awaiting President Trump’s “Liberation Day” decisions on tariffs this week. But to assume this is the end of the discussion – or the end of the volatility – is likely folly. Read more here:

Transitory. Powell uttered that word again. The last time he did so, it didn’t work out too well. But while tariff driven inflation is not yet a thing, we do know one thing that’s transitory: market downturns. Which is why we made some changes ...

Is a recession coming? Are we already in one? And what does that mean for portfolios? The answers to some of these questions (especially the last one) are likely going to surprise you. Read more here:

The drama around the market (and pretty much everything else these days…) seems to be ramped up to a 10. We had a good inflation report? Yay! A bad GDP report? The world is ending! Maybe, just maybe, everything doesn’t need to be so…dramatic.

Five years ago today, we wrote our first “Weekly Insight Memo” in response to the onset of COVID. It’s funny looking back on it how little we all knew about what was about to happen. But in re-reading that memo, there are some important paralle...