If I had been here before / I would probably know what to do Crosby, Stills, Nash & Young Deja...
Financial Planning
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Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on February 28, 2026 with the U.S. and Israel launching an offensive against Iran has rattled investment markets around the globe. Since the conflict started, U.S. equity markets have declined less than 1% and the U.S. 10YR...
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March Market Commentary
And if you long to never die/ Baby, plug in, upload your mind/ Come on, you’re not even alive/ If you’re not backed up on a drive We Appreciate the Power Grimes, featuring HANA For a short month, February sure had a lot happen during its 28 days. Investors started the...
February Market Commentary
I’m gonna sit back right easy and laugh / When Scooter and the Big Man bust this city in halfTenth Avenue Freeze-OutBruce Springsteen January is often considered the bellwether month for the U.S. stock market. If the S&P 500 is up in January, it signals a good...
January Market Commentary
Don’t stop thinking about tomorrow / Don’t stop, it’ll soon be hereDon't StopFleetwood Mac December is often a difficult month for many people as they juggle the often-unrealistic expectations of the impending holiday season, the challenges of meeting deadlines or...
December Market Commentary
Defying GravityWritten by Stephen Schwartz (2003)Defying Gravity Movie sequels often carry lofty expectations based on the success of the original. Fans are enthusiastic to find out how the story continues, who the next villain may be, or what unusual predicament the...
November Market Commentary
Mark Tremonti and Scott Stapp (1999) Higher The end of October is an interesting time for many. Those who love the fall season are drawn to the changing colors and crispness of the autumn air. For others, it is a time of transition towards winter and an awareness that...
October Market Commentary
‘Cause, everything’s right / So just hold tightThis crazy world / It turns, it turnsEverything’s RightPhish Back in June, the song for the Q2 commentary was the Beach Boys “Good Vibrations”, appropriate given the strong finish to the quarter after the brief Tariff...
September Market Commentary
We just tryna catch a good time /Even if it takes all night Good TimeNiko Moon With Labor Day falling on September 1st this year, it seems like Summer 2025 was shorter than it should be. Yes it was the same number of days as always, but it just seems shorter. Maybe it...
August Market Commentary
Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke Combs The end of July brought Lollapalooza weekend to Chicago. A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still...
Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys, passed away in June there were numerous retrospectives about his many talents, including his ability to create musical orchestrations that produced so...
June Market Commentary
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be naïve to think that one month of rallying US stocks would mean that markets are back on track and there is nothing to worry about. Remember that to...