Economy
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.
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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.
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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.
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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.
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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.
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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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