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Blog

Monthly Market Radar: The Age of Selectivity

Get our take on recent market events, including energy, AI, and how the economy is defying expectations.
6/9/2026
Blog

Monthly Market Radar: A Massive Rally Meets an Uncertain Macro Backdrop

Explore the latest insights on market trends, including oil shocks, persistent inflation, and global growth divergence.
5/11/2026
Blog

Monthly Market Radar: Duration Is the Difference

Explore this month’s recent market events, including rising oil prices, market resiliency, and more.
4/9/2026
Blog

Oil, Daily Life, and the Road Back to Stability

Find out how petroleum touches everything we own—and why resolving today’s geopolitical disruption will be a powerful tailwind for family financial security.
Bruce A. Mandel J.D.
3/19/2026
Blog

Monthly Market Radar: Rotation, Repricing & a Return to Realities

Explore recent market events, including how markets are responding to the conflict in Iran, artificial intelligence, and more.
3/10/2026
Blog

7 Market Movers | February 27, 2026

Your weekly market update! Discover the recent trends in investment market performance.
Doug Huber
2/27/2026
Blog

7 Market Movers | February 20, 2026

Ayako Yoshioka as she discusses recent investment market performance on the latest episode of 7 Market Movers.
Ayako Yoshioka CFA®
2/20/2026
Blog

Monthly Market Radar: Focusing on Fundamentals Drowns Out Geopolitical Noise

Explore the latest updates on the global market, equities, fixed markets, and alternative markets, as well as a look ahead.
2/6/2026
Blog

Year-End 2025 Market Commentary

In this end-of-year commentary, discover how investment markets closed out in 2025 and what we may expect in 2026.
Ayako Yoshioka CFA®
1/9/2026
Events and Webinars

AI & Market Trends: Navigating the Future of Wealth

In this webinar, Wealth Enhancement portfolio specialists discuss how AI is reshaping the investment landscape, including what’s driving the markets, economic realities behind the hype, how companies are preparing, and what investors can do.
Gary Quinzel CFA®, CFP®
12/16/2025

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