

The 7 Questions Investors Are Asking Right Now (And What History Says)
Our latest article simplifies the conversation by answering the seven biggest questions investors are asking right now: Has inflation really been defeated? Is AI becoming another dot-com bubble? Will the midterm elections or oil prices affect the market? What history tells us about staying invested during uncertain times.
Aug 55 min read


The New Kids on the Block: Understanding Trump Accounts
The Trump Account is a newly created savings and investment account for children established through federal legislation. While additional implementation guidance from the U.S. Treasury is still expected, the legislation creates a framework that allows eligible children to begin long-term investing at an early age.
Jul 165 min read


Wars, Geopolitical Shocks, and Financial Markets
With recent events in the Middle East, we wanted to put out some literature regarding how the market tends to react in times of war and conflict. The relationship between the stock market and war is paradoxical: while war is a human tragedy, history shows it is rarely a long-term bear case for the stock market. Markets are primarily driven by corporate earnings and economic growth, and while conflict introduces significant volatility, it often does not destroy the underlying
Mar 314 min read
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