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Monthly insights
The 2026 Midterms: Staying the Course
Long-term investors are generally better served by staying diversified, rebalancing periodically, and making portfolio changes based on financial goals rather than short-term political uncertainty.
Oct 26, 2026
Chart of the Month
Yields Turn Back the Clock
Although 10-year Treasury yields have risen to levels not seen since the early 2000s, the move reflects persistent inflation, Fed uncertainty, and growing government debt rather than a financial crisis, suggesting rates may be normalizing to historically typical levels rather than returning to the ultra-low post-pandemic environment.
Oct 19, 2026
Monthly insights
Debts Coming Due
The U.S. faces growing fiscal pressure as trillions in maturing debt must be refinanced at higher interest rates, driving up borrowing costs and complicating long-term budget stability amid persistent deficits and rising entitlement obligations.
Sep 25, 2026
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
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
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