Market Commentary
How Elevated Real Yields Shape Investment Decisions
Treasury yields have climbed to their highest levels in years, creating both opportunities and challenges for investors. In this edition of Investment Corner, Co-Chief Investment Officer & Chief Operating Officer Summit Puri explains what rising interest rates and real yields mean for stocks, bonds, inflation, and why maintaining a balanced portfolio is more important than ever.
Read More...

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.
Read More...

What's Going On With Oil Prices Right Now (And Why You Should Care)
Oil prices have been on a roller coaster in 2026, driven by geopolitical tensions, supply disruptions, and shrinking global reserves. In this article, Financial Advisor Jake Buckwalter breaks down what's causing the volatility, why it matters beyond the gas pump, and what investors should be watching in the months ahead.
Read More...

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.
Read More...

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.
Read More...

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.
Read More...
