Financial advisor Dylan Potter believes the true purpose of wealth isn’t simply to accumulate more of it, but to use it to create meaningful experiences with the people who matter most. In this thoughtful reflection, Dylan explores why some of the best investments never appear on a financial statement and why the memories we create may often become our greatest legacy.
Oil, AI, and government debt may seem like separate economic stories, but they are increasingly connected through the bond market. Michael Carrico, CFP®, CRPC® explores how energy disruptions, inflation, AI infrastructure spending, and rising government borrowing can influence interest rates and what these dynamics may mean for investors.
A historical look at how early financial instability led to the creation of the NYSE and modern capital markets.
In this article, Jordan Eich, CFP®, Wealth Manager, provides an overview of how the escalating Iran conflict may be influencing global markets. He examines key factors such as rising oil prices, potential inflationary pressures, and evolving geopolitical risks. The piece also explores how different conflict scenarios could affect economic conditions, while offering historical context on how markets have responded to similar events.
Artificial intelligence has been a dominant market theme in recent years, influencing sector performance, valuations, and investor sentiment. Headlines have shifted from optimism about productivity gains to questions about disruption and the long-term implications for established business models.
In this commentary, Sarah Swan, CFP®, Wealth Manager, examines how evolving AI narratives have affected areas of the stock market, including the divergence between AI infrastructure companies and software firms. She also draws on historical examples of technological change and foundational ideas from thinkers such as Alan Turing and John Searle to frame the broader questions surrounding innovation, uncertainty, and markets.
Artificial intelligence is reshaping markets—and raising familiar questions about speculation, valuation, and risk. In this thoughtful analysis, Howe & Rusling President Craig Cairns examines today’s AI enthusiasm through the lens of past market bubbles, Federal Reserve policy, valuations, and debt. The result is a grounded perspective on what feels different this time, what risks deserve attention, and why disciplined, long-term investing still matters.
Many clients have asked us, “Can you help me choose investments in my 401(k)?” While we manage IRAs and other investment accounts for our clients, we can’t always directly manage employer retirement plans. If you are still working, you are likely to have at least some assets in your current employer’s retirement plan, and it may be a substantial portion of your overall portfolio. It’s just as important to make smart decisions about these assets as it is with the accounts we manage. With that in mind, we want to help you understand the various investment options most commonly available in employer-sponsored retirement plans. We hope this knowledge will help you feel more confident when choosing investments for your portfolio.
The federal government shut down has entered its third day, continuing its disruption, uncertainty, and the all-too-familiar (and maddening) cycle of political gridlock and brinkmanship.
However, this is not a government shutdown story.
The Federal Reserve plays a critical role in shaping the U.S. economy through its dual mandate: maximum employment and price stability. In this article, John Vanden Brul, Fixed Income Portfolio Manager, explains the Fed’s history, responsibilities, and the tools it uses to influence economic conditions. He also examines recent inflation and employment data, the Fed’s latest decisions, and what they could mean for markets going forward.
A timeline of the current administration’s trade and tariff policy in 2025 is extensive with many daily and weekly changes and updates. Heading into this past weekend, the total tariffs on China were 145%, including the 20% fentanyl tariffs. Additionally, prior to this announcement, China increased its tariffs on American goods to 84%, a retaliatory response to the U.S. The 90-day pause in tariffs marks a significant shift in U.S.-China trade relations, especially considering that just last month, on April 12th, many, including the Washington Post, feared a full economic break between the two countries. At that time, fears of escalating tariffs and retaliatory measures
