Economy

Investment Corner: Why Is Oil Back Near $100 a Barrel—and What Does It Mean for Investors?

Oil prices have climbed back toward $100 per barrel, raising questions about inflation, interest rates, and the broader economy. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what's driving the recent surge and why long-term investors should focus on strategy rather than short-term headlines.

Is Your College Savings Strategy Quietly Hurting Your Child’s FAFSA Eligibility

Saving for college is important—but where you save can make a significant difference when it comes to financial aid eligibility. Associate Financial Advisor Joseph Browning explains how FAFSA evaluates income and assets, and shares strategies that can help families maximize both their savings and potential financial aid opportunities.

Trump Accounts: New Ways to Support a Child’s Financial Future

Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.

Volatility in the Dollar, Gold, and Bitcoin: What's Behind the Moves?

The U.S. dollar has regained strength after a turbulent year, reshaping the outlook for gold, Bitcoin, and global markets. Learn what these shifting trends mean for investors and why maintaining a diversified, long-term portfolio remains the best strategy.

Consumer Financial Health: Navigating Record Highs and Historic Lows

Consumer spending continues to power the U.S. economy, even as confidence remains historically low. Summit Puri examines the mixed signals shaping today's economic landscape—from record household wealth and resilient retail sales to elevated debt, lower savings, and persistent inflation—and explains what long-term investors should focus on.

SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.

Understanding IPOs: What They Are and How to Evaluate One

With recent headlines surrounding the potential SpaceX IPO capturing investor attention, many people are asking what an IPO actually is and how to evaluate one. In this educational guide, Financial Advisor Nick Allen explains how companies go public, what to look for in an IPO prospectus, and why a great company doesn't always make a great investment at any price.

May 2026 Market Update: Record Highs, Rising Rates, Inflation, and a New Fed Chair

U.S. stocks reached new all-time highs in May despite persistent inflation concerns and rising interest rates. In this month's market update, Summit Puri explores the impact of elevated bond yields, the Federal Reserve leadership transition, and what these developments mean for long-term investors.

Calendar vs. Threshold Rebalancing: Which Strategy Helps Keep Your Portfolio on Track?

Rebalancing is often called one of investing's "free lunches" because it can help reduce risk and improve portfolio discipline without requiring investors to take on additional risk. In this article, Associate Financial Advisor Clay Reynolds explains the differences between calendar and threshold rebalancing, why both approaches matter, and how a hybrid strategy may help investors stay aligned with their long-term financial objectives.

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.

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.”

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.