As the last few votes are tallied in the midterm elections and a strong performance by the Democrats brings divided government, the same crosscurrents that have shaped markets this year remain in place:

Markets have always had ups and downs, but there are times when the headlines point more to downs while stocks deliver more ups. This seems to be one of those times as stocks maintain strong 2026 returns…

Dear Valued Investor, As summer winds down and September begins, investors are navigating a market shaped by strong corporate profits, debates about the promise of artificial intelligence (AI), evolving monetary policy expectations, and ongoing geopolitical conflicts....

The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and
higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI)
investment.

Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching. As the weather heated up last month, the stock market cooled a bit, and investors took profits on some of their technology winners. Market watchers...