Most of us don't think of ourselves as greedy or materialistic. We're just living normal lives in a fast-paced world. We buy things we enjoy, sign up for activities that seem good, and say yes to opportunities that feel responsible or necessary. But every so often, it'
Last week I laid out the main talking points I have been using on advisor calls: the AI buildout is getting more expensive, the new Fed Chair appears serious about inflation, inflation itself is showing signs of becoming more structural, and despite all of that, earnings growth and the economy
The latest edition to SEM's Investment Management team, George Moore (introduced below), asked me earlier last week if I needed him to find some charts or data for the blog article I was writing. I told him my process varies based on the markets, my week, and sometimes my
What's your most cherished gift you've ever received? Maybe it's an old family recipe passed down from your grandmother or a framed photo from a memorable trip with a close friend. One of my parents' favorite gifts from us was a sentimental one: we recreated an old
The first six months of 2026 rewarded investors who stayed disciplined through the volatility (or just flat out ignored all the frantic headlines). Despite concerns over inflation, interest rates, Middle East tensions, and whether AI-related spending could continue at its blistering pace, stocks pushed higher.
