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When the Bond Market Gets Loud

When the Bond Market Gets Loud

by Nasser Ali | Aug 28, 2026 | Client Communication, Our Insights

The old expression “the bond market is supposed to be quiet, and it is a big deal when it is not” comes to mind given recent bond market headlines....
The Market’s Undefeated Post-Midterm Streak

The Market’s Undefeated Post-Midterm Streak

by Nasser Ali | Aug 20, 2026 | Client Communication, Our Insights

In June, we wrote about how stocks historically behaved during midterm election years, and last month we looked at whether the makeup of Congress...
Market Whiplash: The Case for Staying Invested

Market Whiplash: The Case for Staying Invested

by Nasser Ali | Aug 13, 2026 | Client Communication, Our Insights

In April, we addressed the idea of return clustering: the observation that dramatic downturns in the market tend to be accompanied by major upward...
College Planning: Beyond 529 Plans

College Planning: Beyond 529 Plans

by Eric Wyss | Aug 11, 2026 | Client Communication, Planning Bulletins

As families prepare for another school year, many parents and grandparents begin thinking about one of the largest future expenses they may face:...
Mastering Your Finances: Overcoming Emotional Investing

Mastering Your Finances: Overcoming Emotional Investing

by Nasser Ali | Aug 6, 2026 | Client Communication, Our Insights

Many may not realize it, but we are our own worst enemy. Our brain, its chemistry, and its reactions were developed over eons to respond swiftly...
Beyond the Headlines: Investing with Discipline

Beyond the Headlines: Investing with Discipline

by Nasser Ali | Jul 30, 2026 | Client Communication, Our Insights

The U.S. hosting the 2026 World Cup brought many surprises, on and off the pitch. Whether it is smaller countries toppling giants, superstar players...
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Recent Posts

  • When the Bond Market Gets Loud
  • The Market’s Undefeated Post-Midterm Streak
  • Market Whiplash: The Case for Staying Invested
  • College Planning: Beyond 529 Plans
  • Mastering Your Finances: Overcoming Emotional Investing

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