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Inflation’s Unclear Road Ahead

Inflation’s Unclear Road Ahead

by Nasser Ali | Sep 11, 2026 | Client Communication, Our Insights

Murky. Opaque. Vague. Pick your preferred term to describe the inflation picture.  Many have myopically focused on the Middle East conflict as the...
The Mortgage Rate Lock-In Effect

The Mortgage Rate Lock-In Effect

by Nasser Ali | Sep 3, 2026 | Client Communication, Our Insights

Ask someone who bought a house in 2021 whether they plan to move. You will usually get the same answer: not at these rates. Their loan is fixed...
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...
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...
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Recent Posts

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  • The Power of Time in Financial Planning

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