Market Analysis and Reports

GDP Movement and What It Signals Q2 GDP growth came in at a moderate pace neither fiery nor frozen. The economy expanded at an annualized rate of 2.2%, signaling a soft landing rather than a sprint or stall. That’s slower […]

Current Inflation Landscape The latest Consumer Price Index (CPI) numbers tell a mixed story: inflation is cooling from its 2022 peaks, but pockets of pressure remain stubborn especially in housing, food, and services. Year over year core CPI is still

Start with a Long Term Mindset In 2026, generational wealth is no longer just about stacking cash or leaving behind a sizable inheritance. It’s about creating continuity financial, cultural, and philosophical. It’s the values you hand down, the discipline you

Why Asset Allocation Matters in 2026 Wealth growth isn’t just about how fat your paycheck is it’s about what you do with what you already have. In a volatile market, letting your assets sit idle or pile up in one

Why Estate Planning Still Matters in 2026 Estate planning isn’t just about what happens when you hit retirement age it’s about what could happen tomorrow. Wealth transfer used to be something people pushed off until their 60s. Not anymore. Rising

Understanding the Risk Return Tradeoff In 2026, the risk return tradeoff is still the bedrock of smart investing. It’s simple in theory: bigger potential returns usually come with more risk. But today’s market isn’t about chasing the highest return it’s

Start with the Right Accounts Building a tax efficient investment strategy starts with understanding how different types of accounts are taxed. Each account type has distinct tax implications, and aligning your investments accordingly can help you reduce your overall tax