As we wrap up September and head into the final quarter of the year, markets continue to be shaped by a mix of monetary policy shifts, economic resilience, and political uncertainty. Last week brought a rate cut from the Fed, fresh record highs in stocks, and renewed trade tensions—all
“The balance of risks appears to be shifting.” — Jerome Powell, Jackson Hole August 22, 2025
In what is most certainly his final Jackson Hole appearance as Fed Chair, Jerome Powell delivered a speech that left market participants parsing every word. While he didn’t explicitly promise a rate cut, he
Like a sprinter who suddenly finds a moving sidewalk underfoot, the market raced through the last full week of July with an extra jolt of speed it didn’t seem to need. Hints of a tariff truce with Europe, fresh
We wrapped up our 6 week cross-country circuit last week. What was supposed to be a relaxing week in Myrtle Beach was derailed by an extremely busy week for the markets.
Here's a wrap-up
Last week our family’s cross-country graduation road-trip covered more ground than a newly launched meme coin— from shopping at the Mall of America to white-water rafting the Yellowstone River. Somewhere between the world’s only Corn Palace and the granite faces of Mount Rushmore I was
