Insights & Thoughts
Thoughts on Rates and the Fed
I like Kevin Warsh, the newly appointed Chairman of the Federal Reserve (the Fed). I liked Jay Powell, too. They are both clearly smart....
AI: Beyond the Buzzwords
Artificial intelligence (AI) is everywhere. News stories discuss large language models (LLMs), hyperscalers, chipmakers, data centers, and...
Playing the Long Game
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...
Countdown to SpaceX: Will Your Funds Own It?
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...
Miles, Points, and Perks: Are They Worth It?
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and...
To Trust or Not to Trust
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”...
Stay the Course
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods...
Before You Dive In: Preparing for a Confident Retirement
I can hear my mom saying it now: “Don’t ever dive into a body of water if you can’t see the bottom.” She was right—ignoring that advice can have...
When Cash Paid – and Why It Usually Doesn’t
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...
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