May 2026 Market Recap: Fed Transition Underway
Global markets moved higher in May, driven by strong earnings and continued enthusiasm surrounding AI. At the same time, Kevin Warsh stepped in as Fed Chair during a challenging period marked by persistent inflation and moderating growth. The Fed now faces a delicate balancing act as it navigates competing economic pressures and shifting market expectations.
April 2026 Market Recap: Strong Earnings Drive Global Equity Rally & Diversification Benefits
April 2026 marked a powerful recovery in global markets, fueled by the strongest corporate earnings growth in nearly five years. With mega-cap technology leading the charge and international and emerging markets outperforming, diversification proved critical. Here’s what investors need to know moving forward.
April 2026 Market Outlook: Q1 Performance, Bond Yields, and Investment Opportunities
In this video, Ben Hockema reviews Q1 2026 market performance, bond yield shifts, and the impact of global events, along with key investment opportunities for the months ahead.
Strait of Hormuz Closure & Market Impact
Global markets pulled back in March 2026 as the ongoing Iran conflict and closure of the Strait of Hormuz fueled inflation fears and rising energy prices. While U.S. equities, particularly technology, faced sharp declines, value stocks and international markets showed resilience. Despite near-term volatility, economic fundamentals remain strong, supporting cautious optimism for resolution and recovery.
Investment Benchmarks: Why “The Market” Isn’t the Only Measure of Success
People naturally compare their experiences, whether it’s lunch, parenting, or investment returns. But when it comes to your finances, the comparisons that matter aren’t always obvious. In this article, we explore three different benchmarks investors often use: the market, your portfolio, and your personal financial plan, and why focusing on the right one can keep your finances in perspective.
2025 Mid-Year Investment Review & Outlook (Video)
As we pass the halfway mark of 2025, we want to share a few key takeaways from our latest investment market update. We’ve seen strong performance in many areas, but also signs that call for thoughtful rebalancing as we look ahead.