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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August 20, 2024

Life lessons from a lemonade stand

We could all learn a lot from the evolution of the lowly lemonade stand. Still manned by cute kids on hot summer afternoons, many lemonade stands have gone high tech. If you look closely at those hand-lettered signs, you might see a QR code directing you to a secure payment…

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July 11, 2024

Five ways to make next year’s “Cheer Up the Lonely Day” obsolete

We live in a world of almost constant communication, yet we face an epidemic of loneliness. This dichotomy of an ever-increasing means of connection and decreasing feeling of community has led to multi-generational isolation. Last year, the American Medical Association identified loneliness as a public health issue. In a 2023…

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June 16, 2024

The best advice our fathers gave us

We’re big advocates for (and providers of) formal financial education. Classes, books, blogs, and podcasts all offer great opportunities to learn about how to make, save, grow and spend your money. We don’t think anyone should ever stop learning. We also know that we learn some of the most important…

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June 11, 2024

Happy #MakingLifeBeautiful day!

I don’t think you have to look far to see people Making Life Beautiful every day. There’s the crossing guard who shows up promptly every sometimes sunny, often windy, occasionally downright grisly day to guide little people across busy streets. They are an oasis of calm in their frenzied world.…

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