Let’s Get Technical

Let’s Get Technical

OVERVIEW   Markets resumed their advance last week, with most major equity indexes finishing higher despite some weakness in smaller companies and real assets. The S&P 500 gained 0.93%, while the NASDAQ led the way with a 2.43% rally. The Dow Jones Industrial...
Bubble, Bubble… Toil and Trouble?

Bubble, Bubble… Toil and Trouble?

There’s no doubt about it; artificial intelligence has been a big driver of this bull market. Investors just can’t stop pouring money into semiconductor companies, making big bets on the AI revolution. That enthusiasm has helped push many chip stocks to extraordinary...
Fed and Friends

Fed and Friends

  The Federal Reserve met this week for its first policy meeting under new Chairman Kevin Warsh. The decision to leave interest rates unchanged at 3.50%-3.75% was widely expected and didn’t come as much of a surprise. However, the message coming out of the...
Financial Focus – June 17th, 2026

Financial Focus – June 17th, 2026

Taxes aren’t just something to think about in March and April. This week’s Financial Focus highlights why proactive tax planning throughout the year can help investors make smarter decisions, avoid costly mistakes, and keep more of what they’ve earned.

Small Cap Slumber

Small Cap Slumber

Most investors focus on the S&P 500, but a significant portion of the market remains largely overlooked. Nate Kreinbrink explains why the performance gap continues for small cap stocks.