Economy
Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High
April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.
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Investment Lessons from the Bull Market Cycle and the Wall of Worry
More than three years into the current bull market, investors continue to face uncertainty—from inflation concerns to AI-driven volatility. Yet history shows that disciplined, long-term investing and diversification remain the most reliable path forward, even as markets climb a persistent “wall of worry.”
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Why Markets Are Hitting New All-Time Highs: Key Drivers Behind the 2026 Rally
The S&P 500 has reached new all-time highs following a volatile stretch driven by geopolitical developments, easing oil market concerns, and strong corporate earnings. While headlines have focused on the Middle East and energy prices, underlying fundamentals and broad diversification continue to support investor outcomes.
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What Rising Gasoline Prices Mean for Consumers and the Economy
Rising gasoline prices are more than just a frustration at the pump—they’re a signal of broader economic shifts. As energy costs climb amid geopolitical tensions, consumers, inflation, and market expectations are all feeling the ripple effects.
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Q1 2026 Market Update: Navigating Geopolitical Tensions, Oil Shocks, and Market Volatility
In this Q1 2026 market recap, Chief Operating Officer & Co-Chief Investment Officer Summit Puri breaks down the impact of geopolitical tensions, rising oil prices, and economic uncertainty on global markets—and what it means for long-term investors.
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How Oil Prices and AI Are Reshaping Stock Market Sectors and Portfolios
Oil prices surging above $100 and the rapid evolution of AI are driving one of the most significant sector rotations in recent years. Discover how energy, technology, and defensive sectors are reshaping portfolios—and what it means for long-term investors.
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How Data Centers Work — and Their Growing Impact on U.S. GDP
From powering artificial intelligence to enabling everyday digital services, data centers are transforming the U.S. economy. As capital investment surges and productivity accelerates across industries, these facilities are emerging as a major force behind GDP growth—and a key theme investors can’t afford to ignore.
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Interest Rates: An Ever-Changing Landscape
Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.
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Preparing for Inflation: Practical Budgeting and Investment Strategies for a Higher-Cost World
Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.
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The Case for Diversification in a World of Gold and Silver
Gold and silver are grabbing headlines as investors seek shelter from inflation, volatility, and global uncertainty. While precious metals can play a limited role during turbulent times, they don’t generate income or long-term growth—and their prices are often driven by speculation. In this article, we explore the recent rise of gold and silver, weigh their pros and cons, and explain why true diversification through productive assets remains the most reliable path to lasting wealth.
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Employer Annual Benefits Enrollment – What You Need to Consider
It’s that time of year again, benefits enrollment season! Financial Advisor Andrew Young gives an overview of the various benefits you may access through your employer-sponsored benefits program. As shared in the article, these benefits make up approximately 30% of your compensation, so understanding how to use them to their full potential is of extreme benefit to you. (Pun intended!)
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The Relationship Between Interest Rates and Bonds
With the Federal Reserve’s recent announcement that is will drop interest rates, many investors are asking how a rate change could impact their portfolios. One of the most important — yet often misunderstood — relationships in finance is that between interest rates and bond prices. In this article, we’ll break down how they interact and why changes in rates can directly affect the value of your bond holdings.
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