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Weekly Economic Update: May 12th, 2026

The melt-up continues! Markets took off again last week, with the S&P 500 and Nasdaq setting new records once again.1,2 The Dow continued on the…

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Weekly Economic Update: May 5th, 2026

Overview When most people think about financial planning, they think about their investment portfolio. Returns, asset allocation, and…

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Weekly Economic Update: April 28, 2026

Iran simmers, markets move on It’s getting harder and harder to keep track of the developments with Iran. First there was the bombing campaign and an…

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Weekly Economic Update: April 21st, 2026

Records are back — and so is some relief It might have sounded unthinkable last week when we said new record highs were just around the corner. Well,…

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Weekly Economic Update: April 16th, 2026

“Ceasefire trade” was on last week After President Trump announced Iran had agreed to hold ceasefire talks last Tuesday — mere hours before his…

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Weekly Economic Update: April 7th, 2026

A Strong Start The quarter opened with genuine momentum. The S&P 500 was closing in on 7,000 points, while the Dow approached the 50,000 mark.…

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Weekly Economic Update: March 31st, 2026

Mission not yet accomplished As Operation Epic Fury enters its fifth week, we have yet to see the Iranian regime offer any type of openness to…

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Weekly Economic Update: March 24th, 2026

Markets struggle as “war premium” weighs on investors Wall Street started last week on a cautiously optimistic note. The S&P 500® climbed 1% on…

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Weekly Economic Update: March 17th, 2026

Conflict and oil prices drive markets downward Epic Fury, the sustained bombing campaign of Iran by the U.S. and Israel that began on February 28,…

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Weekly Economic Update: March 10th, 2026

Iran conflict, oil prices send stocks lower and bond yields higher We focus on financial data or earnings most of the time, and most of the time the…

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Weekly Economic Update: March 3rd, 2026

Markets react to strikes on Iran Over the weekend, the U.S. and Israel launched a joint military operation targeting key Iranian leadership. Iran’s…

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Weekly Economic Update: February 24th, 2026

Markets shrug off low GDP report Normally, bad news is, well, bad. But a weak fourth-quarter gross domestic product (GDP) number didn’t seem to faze…

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