Perspective for What’s Ahead

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Weekly Market Commentary

Updated weekly, our Market Commentary offers timely insight into the economic trends and current events shaping the financial markets, helping you stay informed every step of the way.

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March 9, 2026

The conflict in Iran and your portfolio

We’ve all been watching with equal parts hope and trepidation the current military conflict with Iran.  Given the stakes, and the possible long-term disruption of oil deliveries in a world highly dependent on them, it’s understandable to feel uneasy about the stock market and your retirement savings. War headlines, volatile…

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March 9, 2026

Tariffs and the trade deficit

On February 19th the Wall Street Journal reported that America imported a record amount of goods last year and that the U.S. trade deficit in December – the latest date for which figures are available – rose $70.3 billion.  The goods trade deficit hit a record $1.24 trillion in 2025.  …

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February 20, 2026

Navigating AI’s swift sea change

Over the past year, Artificial Intelligence has shifted from being a buzzword to something that is actively changing how work gets done.  This is true especially in technology, but increasingly it is affecting businesses in every sector of the economy.  The speed at which AI is getting better at solving…

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January 9, 2026

The rise of the individual investor

Since the 1980s, financial firms on Wall Street have increasingly relied on machines and algorithms to streamline trading and enhance their returns.  Firms like Blackrock, State Street, Goldman Sachs, JP Morgan and others invested heavily in powerful computer hardware.  They then aggressively recruited the top PhDs in math, logic, and…

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