Recent Articles
Market Update – Q2 2026
The Q2 2026 Quarterly Market Update analyzes the far-reaching impacts of the Iran conflict on commodities, equities, and interest rates.…
2026 Washington Tax Update: Estate Tax and New Millionaire Tax
The 2026 Washington state legislative session brought significant tax changes, many of which have now been signed into law by…
Winners and Losers of the Iran War
Most of the financial reporting on the Strait of Hormuz closure has focused on oil. There are obvious reasons for…
Breaking Down Markets: Simple Explanations for Complex Ideas
Early in my investment career, one of my roles at the firm was in business development. Admittedly, I was young…
Historic Oil Volatility Reprices Global Risk
In the week ending March 6, crude markets experienced their sharpest move in history, gaining 35.63% for the week. Brent…
Strategic Considerations for Self-Funding Long-Term Care
Long-term care needs are one of the most common and financially significant risks in retirement. Nearly half of individuals aged 65 and older will…
Software Stocks Get Hit With The Asbestos Stick
As Yogi Berra famously said, “it’s deja-vu all over again.” When I first started in the financial industry, asbestos-related civil…
Why the Best Portfolios Aren’t Built by One Mind
If you ask the average person who the best investor in the world is, most will say Warren Buffett –…
Software’s Next Chapter: Robert F. Smith on The Next Era of Enterprise Platforms
This week we are pleased to share a recent perspective from Robert F. Smith, CEO of Vista Equity Partners, one…
Debunking Social Security Myths in 2026: How to Make Smarter Claiming Decisions
There are many misconceptions about Social Security and how it fits into retirees’ financial plans. Miscalculating Social Security decisions can meaningfully influence lifetime…
What Will Stop The Metals Bull Market?
Precious metals have started 2026 as they finished 2025. Year to date, gold is up 8%, platinum 15%, and silver…
Rare Earth Elements: Tech’s Hidden Backbone
Rare earth elements (REEs) are the unsung heroes inside smartphones, electric vehicles, wind turbines, and modern defense systems. Though not…