Resources & Insights

June 3, 2026

When One Stock Becomes Most of Your Net Worth

The S&P 500 just printed another all-time high. Nvidia has returned more than 60% over the trailing twelve months —…

Read More →

May 27, 2026

PCE Prints Thursday. Here’s Why Your Tax Planning Shouldn’t Care.

The Fed’s preferred inflation gauge — Personal Consumption Expenditures — prints Thursday morning. After April CPI ran at 3.8%, every…

Read More →

May 19, 2026

The 30-Year Yield Just Hit 5.19%. Here’s What History Actually Says.

The 30-year Treasury yield just hit 5.19% — its highest since July 2007. Equities are at all-time highs. History has…

Read More →

May 12, 2026

When Semis Run This Hard, History Says the Next Phase Matters Most

The PHLX Semiconductor Index has staged a rare surge. From the March 30, 2026 intraday low to the May 12…

Read More →

May 4, 2026

“Sell in May” Is Trending. Here’s What Our Models Actually Say.

The S&P 500 closed above 7,200 for the first time ever on Thursday, April 30, capping April as the best…

Read More →

April 28, 2026

Powell’s Out, Warsh Is In. Here’s What We’re Watching.

The Fed wraps up its two-day meeting tomorrow, and the decision is already priced in: rates hold at 3.5–3.75%. That’s…

Read More →

April 22, 2026

What to Actually Ask Before You Hire a Financial Advisor

People are Googling “how to choose a financial advisor” at record rates right now. Most of the answers they’re finding…

Read More →

April 14, 2026

If You Just Filed, Your Planning Is Only Half Done

The 2026 rules reshaped HNW tax planning — $15M estate exemption, $40,400 SALT cap, 20% QBI permanent. Here's what to…

Read More →

April 7, 2026

The Market Snapped Back. Here’s What Actually Changed.

The S&P 500 rallied 3.4%, jobs came in hot, and Powell took hikes off the table. Here's what actually matters…

Read More →

Ready to see what you've been missing?

512-580-4740 Start a Conversation ×