July Market Recap

August 11, 2026 July market review Dear Clients: July was an eventful month for both domestic and international markets, with US-Iran tensions flaring up, increasing energy prices and changing investor expectations for the Federal Reserve (Fed) cutting rates. Investors turned away from AI-themed stocks amid concerns over the elevated valuations and capital spending, causing technology […]

Planking Grandma

  Dear Clients and Friends, Ben and I wanted to share a wonderful story about Ben’s grandma, my mother-in-law, Marie Carpenter. Marie turned 90 years old on March 3rd this past year, and our family threw her quite the surprise birthday celebration at a local clubhouse.  It was a joyful evening of shared memories, celebrating […]

March Market Recap

April 7, 2026 March market review Dear Clients: All eyes were turned toward the Middle East throughout the month of March, with consequences of the US and Israel’s ongoing conflict with Iran causing crude to rise from below $60 a barrel to above $100 for the first time since 2022. The major US indices ended […]