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Podcast
Weekly Market Impact: July 20
This week, Phil takes a closer look at the earnings cycle, explains why market volatility shouldn’t spark panic, and weighs in on the World Cup.
Jul 20, 2026
Chart of the Month
The Generational Wealth Gap Has Never Been Larger
The economic importance of older generations has increased, as strong balance sheets and the wealth effect from rising stock markets and home prices continue to support spending. The expected acceleration of the great wealth transfer may gradually rebalance wealth ownership.
Jul 20, 2026
Weekly insights
Market View: Week of Jul. 17, 2026
Cooling inflation, resilient retail sales, and improving consumer sentiment suggest the economy continues to grow, while lower inflation is helping restore consumers' purchasing power.
Jul 20, 2026
Podcast
Weekly Market Impact: July 13
With margins near 15%, listen in this week to hear Phil’s perspective on why he believes this could help reduce market volatility.
Jul 13, 2026
Quarterly insights
Q2 2026: Market View Quarterly
Despite ongoing volatility and economic unevenness, investors are encouraged to stay invested, as strong corporate earnings, stable economic growth, a resilient labor market, and continued AI investment provide a positive foundation for markets in the second half of the year.
Jul 13, 2026
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