Economic & Market Update

Q1 2026 in review: oil shock, S&P 500 down 4.3%, commodities up 24.4%, the cease-fire that became a blockade — and the planning moves that matter most coming out of a quarter like this one.

An Economic and Market Update February 2026 EXECUTIVE SUMMARY 2025 ended a third straight of positive domestic equity returns. Introducing our Chief Investment Officer Brian Andrew. Trump Accounts are around the corner. Check out https://trumpaccounts.gov/ for how to make an election to open an account. This was a year where the various moving parts all…

AN ECONOMIC AND MARKET UPDATE October 2025 EXECUTIVE SUMMARY The Federal Reserve announced another 25 basis point rate cut, but cautioned against expecting a further cut in December. The First Brands implosion was another reminder that we have a debt problem in this country. Trump Accounts are coming for the kids and that is a…

AN ECONOMIC AND MARKET UPDATE July 2025 EXECUTIVE SUMMARY It is an up year almost all the way around, with nearly all major indices in positive territory. Tariffs and talk of replacing Fed Chair Powell have driven volatility without any major negative consequences, yet. The One Big Beautiful Bill Act (OBBBA) is here, and there…

AN ECONOMIC AND MARKET UPDATE May 2025 EXECUTIVE SUMMARY GDP turns negative for the first time in three years driven largely by higher imports in Q1 2025 in anticipation of President Trump’s tariff policy. A “big, beautiful bill” giving us clarity on future tax policy is in the works. There is no better time than…

Markets ended 2024 up on the year across all major asset classes; 2025 looks setup for solid economic growth that may not live up to growth expectations.

EXECUTIVE SUMMARY Stock indices are high and returns across all major asset classes are positive this year. Market volatility spikes when the incumbent party loses the White House, but who is the incumbent? Forward returns are not looking overly optimistic; check your risk and take your gains if your goals have changed. Markets just keep…

If You Haven’t Seen It Yet, You’re Going to Want To: Rocket Caught by “Chopsticks” On October 13, 2024, SpaceX made aerospace history by capturing its Super Heavy booster mid-air with the launch tower’s “chopsticks” arms. This breakthrough reusability maneuver demonstrates a new era in cost-efficient, sustainable space exploration. Haven’t seen it yet? Check out…