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 Lori Eason | Feb 2, 2026 | Economic, Financial Planning, Market Related
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to trend lower. The current yield on the Schwab Value Advantage Money Market fund is 3.52%, down from 5.23% at this time...
by Charles Webb | Apr 3, 2022 | Economic, Quarterly Commentary
U.S. equities closed out the quarter with their first quarterly loss in two years mostly due to soaring inflation, the Federal Reserve’s policy pivot and the war in Ukraine. Economic measures of inflation have now reached a 40-year high and are forcing the Fed to...
