by Jenny Thompson | Aug 10, 2026 | Economic, Market Related
I like Kevin Warsh, the newly appointed Chairman of the Federal Reserve (the Fed). I liked Jay Powell, too. They are both clearly smart. Additionally, while I don’t really know, they both seem like men of integrity. To me, this matters – a lot. Kevin Warsh is trying...
by Jenny Thompson | Jul 27, 2026 | Economic, Market Related
Artificial intelligence (AI) is everywhere. News stories discuss large language models (LLMs), hyperscalers, chipmakers, data centers, and trillion-dollar investments. It can feel like a foreign language—and many people wonder whether AI is something to embrace or...
by Jenny Thompson | Jul 15, 2026 | Economic, Quarterly Commentary
With the World Cup capturing attention this summer, it’s a good reminder that championships aren’t won in the opening minutes — or even in the first match. Likewise, successful investing isn’t determined by a single quarter. The second quarter was a welcome...
by Jenny Thompson | Jun 11, 2026 | Economic, Market Related
With SpaceX expected to complete its initial public offering (IPO) this month, many investors are asking a simple question: Will I own SpaceX in my mutual funds and ETFs? The answer is: it depends on the index your fund follows. Recent changes by some index providers...
by Jenny Thompson | May 7, 2026 | Financial Planning, Tax Planning
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter” will look like, many of us face a similar question: “To ‘trust’ or not to ‘trust’?” Retiring well can mean many things,...
