Planning for Required Minimum Distributions
In our September 28 commentary, we explained the basics of Required Minimum Distributions (RMDs), which you can find by clicking here. Taxpayers sometimes come to regret having accumulated large...
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A Resilient Economy With Earnings Still in the Driver’s Seat
What September’s Jobs Report Says About the Labor Market Friday’s jobs report was weak on its face. Employers added just 29,000 jobs in September, well below expectations, and revisions...
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Staying Constructive Amid Higher Rates and Energy Costs
Entering the final quarter of 2026, investors are navigating an environment characterized by higher oil prices, elevated interest rates, geopolitical uncertainty, and rapid technological change....
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Understanding Required Minimum Distributions
As we enter the final quarter of 2026, it is a good idea to make sure you are up to date on taking the required minimum distributions (RMDs) from your retirement accounts for this tax year. When Do...
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Why Intermediate & Long-Term Muni Yields are Compelling Right Now
The Rate Backdrop On September 16th, the Federal Open Market Committee (FOMC) raised the Fed Funds rate by 25 basis points to 3.75%–4.00%, its first hike since 2023. The FOMC voted...
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Refocusing on Portfolio Income: Harvest the Apples and Don’t Cut Down the Branches!
Market headlines change quickly. Your portfolio’s purpose should be more durable. Political developments, economic reports, interest-rate decisions, trade policy, and unexpected events can all...
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Risk Tolerance, Risk Capacity and Staying In the Fairway
Investing is a lot like golf, you don’t always need to take the biggest swing to win. In this piece, Steve Cash, CFP, breaks down the difference between risk tolerance and risk capacity, showing why balance often matters more than bold moves. By keeping your financial strategy “in the fairway,” you increase the odds of long-term success while avoiding unnecessary setbacks....
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Resilient So Far
The U.S. equity market has enjoyed a fairly quiet and orderly run so far in 2026. After initially declining by 7.7% at the beginning of the Iran conflict in late February through late March,...
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Navigating the Crossroads
Strong Employment Data Complicates the Fed’s September Rate Decision Without any doubt, the August employment report was quite strong, which presents a dilemma for the Fed at a crossroads....
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