All Posts
Chart of the Month
Volatility in September is Normal
The good news for investors is that the fourth quarter tends to be the best quarter for the S&P 500 Index, so volatility in September should serve as a reminder to stay invested and focus on long-term growth, not short-term market movements.
Sep 08, 2026
Podcast
Weekly Market Impact: September 8, 2026
This week, Phil welcomes special guest Jeremy Javidi, Senior Portfolio Manager at Columbia Threadneedle Investments, to talk about the opportunity in small caps.
Sep 08, 2026
Weekly insights
Market View: Week of Sep. 4, 2026
Economic growth remains on solid footing, while the labor market looks considerably stronger than the earlier reports suggested. The latest data points to a reacceleration in hiring and suggests the recent weakness was more of a soft patch than the beginning of a meaningful deterioration.
Sep 08, 2026
Podcast
Weekly Market Impact: August 31, 2026
Phil breaks down the latest inflation data, explains why markets have remained relatively calm, and highlights the benefits of staying diversified in 2026.
Sep 01, 2026
Weekly insights
Market View: Week of Aug. 28, 2026
The U.S. economy grew modestly in Q2 (1.5%), but a sharp 9.1% surge in corporate profits and stronger-than-expected income growth signaled business strength, while wage gains barely kept pace with inflation and investors increased expectations of another interest rate hike.
Aug 31, 2026
Podcast
Weekly Market Impact: August 24, 2026
Phil talks about the latest headlines surrounding tariffs, the all-important inflation report known as PCE, and his family’s homemade tomato sauce.
Aug 25, 2026
Chart of the Month
Young Adults in the Job Market
The current hiring environment disproportionately affects younger workers, who often depend on job openings to gain experience and establish their careers.
Aug 24, 2026
Weekly insights
Market View: Week of Aug. 21, 2026
Market participants are beginning to view the size of the U.S. debt with more scrutiny, as interest rates remain higher for longer, making it more expensive to finance debt.
Aug 24, 2026
Podcast
Weekly Market Impact: August 17
Is diversification still possible when AI dominates the S&P 500? Listen in this week as Phil shares ideas for managing your portfolio.
Aug 17, 2026
Weekly insights
Market View: Week of Aug. 14, 2026
Cooling inflation and softer consumer spending have reduced the likelihood of a September Fed rate hike, and continued inflation progress could lead to lower short-term interest rates despite markets still expecting one additional hike by year-end.
Aug 17, 2026
Viewing 1-10 of 110