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Shutdown fogs moment of clarity
The prospects of a prolonged government shutdown have let the fog roll back in on investors’ uncertainty over rates.
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Past Articles

5 reasons to watch the dollar
With the U.S. dollar at record levels, it’s a good time for investors to think about their portfolios’ international exposure.

Seeking deeper meaning from one sell-off
Investors recognized that we can’t always take reports such as DeepSeek’s at face value. I see a bigger issue at play.

5 things to know about ETFs
Kendall Bauer offers 5 things investors should consider about exchange-traded funds to see how they might fit in a portfolio.

My outlook for investing in 2025: 2-0-2-5
2024 largely came in line with what we had expected for a steady but solid economy. And 2025 looks to be more of the same.

Looking back on a fantastic 2024
Despite 2022 setbacks for nearly every investable asset, three-year returns are above average for broad measures.

Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.