Wealth Matters Newsletters About the markets and your money
Staying Grounded in a Shifting Landscape
October 2026 | The third quarter of 2026 continued to demonstrate the remarkable resilience of the global economy amidst a persistently complex...
Staying Invested in Shifting Markets
July 2026 | The first half of 2026 so far has proven to be very similar to the first half of 2025; markets sold off heavily due to an exogenous shock...
Navigating Uncertain Markets
April 2026 | Through the first quarter of 2026 and into early April, the markets continue to navigate a complex transition: a late cycle economy now facing...
Thoughts On The Year Ahead
January 2026 | Like the ending weeks in 2024, equity markets seemed to pump the brakes near the end of 2025 casting perhaps a cautionary pall over the beginning...
Market Crossroads, Policy Uncertainty, Fed Challenges, and the AI Disruption
October 2025 | Today’s financial markets seem to be staring down a challenging mix of politics, policy, and technology, blurring the ...
An Eventful Second Quarter and More Market Rotation
July 2025 | We entered 2025 expecting a somewhat challenging investment environment, characterized by ...
A Volatile Start to 2025
May 2025 | Global markets have been roiled by the Trump administration’s many policy announcements and actions...
Thoughts for the New Year
January 2025 | This year presents a unique set of challenges and opportunities, as we face uncertainty in the form of important policy shifts that ...
A Changing of the Guard
October 2024 | As the leaves change color and nights turn crisp, we are reminded that we live in a world of constant change....
The Themes of the First Quarter Continued
July 2024 | Monetary policy and large capitalization growth companies continued to be the subject of investor focus...
Continued Climb
April 2024 | Despite inflation concerns and Fed policy uncertainties, investor enthusiasm for artificial intelligence (AI) remained...
Thoughts On The Year Ahead
January 2024 | The markets and economy surprised many investors and analysts last year. The recession that many anticipated (us included) never...
A Season Of Change
October 2023 | It is likely that interest rate volatility will be a primary driver of markets and investor behaviors for the foreseeable future, though corporate earnings...
Artificially Inflated by Artificial Intelligence?
July 2023 | Generative Artificial Intelligence (AI) may very well be a paradigm shift for the global economy.
The Search for Stability
April 2023 | Will the necessity for stability in the banking sector outweigh the Fed’s mandate for price stability when considering future policy decisions?
Thoughts on the New Year
January 2023 | Reflecting on the past year in capital markets, investors may feel relieved that 2022 is behind us. I’ve sensed relief in the voice of...
A September to Remember…or Forget
October 2022 | For investors, fall’s beginning has historically been a less-than-stellar period for investment returns and this September certainly lived up to the historical experience.
Pain and Gain
July 2022 | Investing is a long-term endeavor, marked by periods of appreciation and decline, stability and volatility. Over the last couple of years, investors have been exposed to some of the most challenging and rewarding periods we’ve seen in the last decade.
History doesn’t repeat itself, but it often rhymes.
April 2022 | We've had a war develop in mainland Europe, 30-year-high levels of inflation, commodities price/supply shocks, and continued supply chain disruption. Where do we go from here?
Thoughts for a New Year
January 2022 | Equity markets delivered again in 2021 despite numerous headwinds that could have derailed the strong performances...
Quarter-End Observations
October 2021 | The rapid spread of the Delta variant, stubbornly high readings on inflation, and a U.S. Congressional impasse (as of this writing) on the infrastructure bill and budget pressured markets...
What To Watch In The Second Half
July 2021 | With such a strong finish to the mid-year, what might the rest of the year have in store for investors? Here are a few items we will be watching that will likely influence markets for the remainder of 2021.
The Return of Inflation (Expectations)?
April 2021 | Discussions about inflation are often reminiscent, invoking memories of the 1970s and 1980s. The inflationary environment of the 1970s/early 1980s was snuffed out by...
What's in the Cards for 2021
January 2021 | Common themes in nearly every conversation I’ve had with clients, friends, and family over the last month were relief and hope: relief that 2020 was coming to an end and hope that...
Policy or Politics?
October 2020 | Over the last several weeks, many conversations we've had about the markets have been focused on the impact of the upcoming elections. "What happens if...
The Road Ahead
July 2020 | One of the biggest challenges investors face is preventing emotion from influencing the investment decision. It’s like being told to ...
Perspective in Challenging Times
April 2020 | Our nation has been faced with some incredible challenges in its relatively short history – revolutions, civil ...
Santa Claus Came to Town
January 2020 | 2019 was a remarkable year for investors. At the time of this writing, with two trading days left in the year, stock and bond markets...
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