Our Blog
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Records on Broad Participation
Stocks delivered their best week since mid-April, with both the S&P 500 and Nasdaq closing Friday at record highs. BAILA remains firmly risk-on. The S&P 500 surged 3.6% for the week to a record...Read more -
Volatility, Then a Higher Finish
Stocks broke a two-week losing streak. The S&P 500 and the Dow each gained about 1% for the week, to 7,490 and 52,485, and the Nasdaq rose 1.6% to 25,374. The path there was rough: the Dow fell...Read more -
Middle East: From Strikes Back to Talks
After the previous weekend's exchange of strikes, the week passed without a repeat escalation, and U.S.-Iran talks on a fuller settlement continued. Tanker traffic through the Strait of Hormuz kept...Read more -
Markets Rebound, Dow Hits Record
Stocks recovered from the prior week's tech selloff. For the week ending Thursday (markets were closed Friday for the holiday), the S&P 500 gained about 1.8% to 7,483, the Nasdaq rose 2.1% to 25...Read more -
A More Hawkish Fed Under Warsh
In Kevin Warsh's first meeting as Chair, the Fed held rates at 3.50% to 3.75% for a fourth straight meeting, on a unanimous 12-0 vote. The surprise was in the projections: nine of eighteen...Read more -
Iran Framework Reached, but the Picture Stays Fluid
The U.S. and Iran signed a framework agreement this week to end the war and reopen the Strait of Hormuz, opening a 60-day window for broader negotiations. Oil fell sharply on the news, touching its...Read more -
Markets Grind Higher in a Shortened Week
Closed last Friday for Juneteenth, the S&P 500 still gained 0.9% over the four-day week, its eleventh winning week in twelve, closing at 7,500.58. The Nasdaq Composite led at +2.4% (26,517.93) on...Read more -
Essential Steps for Pre-Retirees: Five Years to Retirement
Maximizing Retirement ContributionsAs you approach retirement, it's crucial to maximize your retirement plan contributions. This includes taking full advantage of 401(k) plans and IRAs. In Virginia...Read more -
Optimizing Growth with Tax Equity Strategies for Business Owners
Understanding Tax Equity Strategies for Business OwnersFor high-net-worth entrepreneurs, leveraging tax equity strategies is pivotal in reducing liabilities and maximizing growth potential. 'Tax...Read more










