Your source for valuable insights

Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Anchor

The earnings anchor

 Aug 10, 2026 |Kelly Bogdanova

Middle East stress comes and goes, and could come back again. But corporate profit results and the earnings outlook tend to have a more enduring impact on U.S. stock market performance. We assess the earnings trends and future prospects.

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Trump Accounts: Key points and estate planning considerations

 Aug 10, 2026 |Josh Rebholz
Trump Accounts, created by the One Big Beautiful Bill Act in 2025, are now active as of July 4th, 2026. Below is a list of key points and to-dos for getting the accounts set up. Before we get to that, however, I’d like to point out a few finer points...
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Heir We Go

 Aug 06, 2026 |Josh Rebholz
In our last three blogs, we have tried to highlight the profound tax savings that a thoughtful, proactive distribution plan can produce for both you and your heirs. There is a massive transfer of wealth underway in the United States and it will continue...
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The Widow’s Penalty

 Aug 06, 2026 |Josh Rebholz
This is an interesting column to write as a financial advisor who lost a parent much too soon. My dad was 56 when he died. Paul was a prolific saver. The guy practically squeaked when he walked, with one exception. He was always down to buy a beer for...
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Death of the Stretch - The 10 Year Rule

 Aug 06, 2026 |Josh Rebholz
In our last two blogs, we have tried to highlight the tremendous opportunity that a thoughtful, proactive distribution plan can provide in retirement. This month, we want to highlight an important consideration that very same distribution plan can have...
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The Retirement Savings Time Bomb: An Addendum

 Aug 06, 2026 |Josh Rebholz
We threw a lot at you in the last blog. We are revisiting one of the main topics in this column because we believe it to be among the most consequential considerations our clients – likely in situations like yours – will face in retirement. Delaying withdrawals...
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The Retirement Savings Time Bomb

 Aug 06, 2026 |Josh Rebholz
Ed Slott, known to many as “America’s IRA Expert”, is a frequent speaker, television personality, and best-selling author. Ed’s latest book, The Retirement Savings Time Bomb Ticks Louder, has been a tremendous resource for our team. Ed hits on a number...
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Cargo pulling cargo ship

Global equity: Push and pull

 Aug 06, 2026 |Jim Allworth

A more complicated picture for the next stages of AI development and renewed geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Sheepdog

Is Kevin Warsh a sheep in wolf’s clothing?

 Jul 31, 2026 |Thomas Garretson, CFA

The Federal Reserve chair got the ‘family fight’ he wanted at this week’s meeting, but now might have a fight with the market. With the 30-year Treasury yield near a two-decade high, we look at where policy and yields could go from here.

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Global Insight Monthly

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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