Blog
Aya covers continued market volatility this week, as the sentiment pendulum swung between cautious optimism that the Iran conflict could wind down, and inflation concerns driven by $100 per barrel oil.
4/3/2026
Blog
Set smarter investing goals by avoiding these 5 common mistakes—from emotional decisions to poor benchmarking. Learn how to align your portfolio with your financial objectives and stay on track.
4/3/2026
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The Strait of Hormuz is a narrow, 21-mile-wide stretch of water in the Middle East. History tells us its name comes from the ancient Persian god of wisdom and order.
3/31/2026
Blog
Gary unpacks the ramifications of the ongoing conflict in Iran and the continued closure of the Strait of Hormuz. As Gary describes, the markets hate uncertainty, and where uncertainty goes, volatility follows.
3/27/2026
PDF
Many investors pair a target date fund with additional equity-focused funds, unintentionally undermining the very purpose of the target date strategy. Target date funds are designed to manage risk automatically based on a specific time horizon, gradually adjusting the allocation as retirement approaches.
3/24/2026
PDF
Many investors pair a target date fund with additional equity-focused funds, unintentionally undermining the very purpose of the target date strategy. Target date funds are designed to manage risk automatically based on a specific time horizon, gradually adjusting the allocation as retirement approaches.
3/24/2026
Blog
The Iran conflict continues to dominate the news. Oil prices are moving higher while the markets saw increased volatility this week. With higher energy prices alongside seemingly entrenched inflation, it’s looking less and less likely that the Fed will cut rates this year.
3/20/2026
PDF
It was 7 pm this past Sunday when our plane began its approach into Cleveland. The sky outside was dark and cold, with a wintry mix streaking past the window.
3/16/2026
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Most people have never heard of John Boyd, even though he was one of the greatest fighter pilots in U.S. history. His nickname was “40-Second Boyd” because he could beat any opponent in a dogfight in less than 40 seconds.
3/16/2026
Blog
In this week’s episode of 7 Market Movers, Doug Huber covers how the Iranian conflict is impacting the markets; the latest updates on crude oil prices; and what’s going on with redemptions in private credit markets.
3/13/2026