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Category: Current & Economic Events

An offshore oil platform at sunset with a red supply vessel nearby on the ocean.
  • Current & Economic Events
7 min read

Special Update: How $100 Oil and the Middle East Conflict Affect Investors

The ongoing conflict in Iran and the effective closure of the Strait of Hormuz have pushed oil prices sharply higher. Both Brent crude and WTI have jumped from around $70 per barrel to around $100 in just a few days, approaching levels last seen in 2022 when Russia invaded Ukraine. This has driven significant uncertainty across global markets, with headlines mentioning a “global economic downturn,” “stagflation,” and more.
View of Earth from space showing a curved horizon, city lights illuminating the surface, and a faint blue atmosphere against a dark star-filled sky.
  • Current & Economic Events, Investing
6 min read

Special Update: Iran and Long-Term Investing

As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets, and nuclear infrastructure. Iran's Supreme Leader is confirmed to have been killed, and Iran has retaliated with missile and drone attacks across the Middle East. The situation is evolving rapidly, and without taking away from the severity of these events, investors will naturally have questions about what this means for markets, oil prices, and their portfolios.
Stacks of gold bars and American silver eagle coins are arranged together, displaying their detailed designs and shiny surfaces.
  • Current & Economic Events, Investing
6 min read

Gold and Silver: Current Portfolio Perspectives

Gold, silver, and other precious metals have rallied over the past two years, capturing considerable investor attention. Gold recently surpassed $5,400 per ounce, only to fall back more recently to under $4,700. This strong performance has lead many investors to consider investing in these assets. As with all investments, however, it's important to understand what has historically driven the price of precious metals versus other assets as well as how they may fit into a durable and well-constructed portfolio.
3D bar graph with labeled years 2024, 2025, and 2026 shows an upward trend, set against a background of financial data and stock market numbers.
  • Current & Economic Events
13 min read

2026 Outlook: 7 Key Themes for Long-Term Investors

Here are seven key themes that can help guide how investors think about the year ahead.
Several gold bars and numerous gold coins scattered on a reflective surface with a dark background.
  • Current & Economic Events
5 min read

Perspectives on the Gold Rally and Dollar Debasement

As many asset classes have reached new peaks, gold has also climbed over 60% this year to above $4,300 per ounce. This rally has captured headlines and prompted many investors to wonder if it is different from past episodes.
Floating currency symbols including dollar, euro, bitcoin, and yen are connected by white lines against a blurred gray background.
  • Current & Economic Events, Investing
6 min read

Bitcoin, Copper, Gold, and Silver: A Portfolio Perspective

One of the biggest challenges for investors is balancing long-term goals with short-term market moves. This is just as true when financial markets are rallying as when they are struggling. New trends in the stock market, cryptocurrencies, commodities, and other asset classes naturally capture investor and media attention. This can create pressure to react to daily headlines and even lead to a fear of missing out.
Aerial view of a large cargo ship carrying colorful containers at sea, with the shadow of an airplane visible on the water.
  • Current & Economic Events
6 min read

Special Update: What U.S.-China Trade Progress Means for Investors

The recent trade announcement between the U.S. and China reverses many of the tariffs that rattled financial markets beginning in April. This agreement, which lasts 90 days, lowers U.S. tariff rates on China from 145% to 30%, and China’s rates on U.S. goods to 10%. Along with tariff pauses on other trading partners, and a newly announced trade deal with the U.K., markets are hopeful that a drawn-out trade war is now off the table. What does this changing market narrative mean for long-term investors?
A silver queen chess piece stands apart from a row of gold chess pieces on a black and white chessboard with a dark background.
  • Current & Economic Events
6 min read

The Importance of Offense and Defense in Challenging Markets

Concerns that a trade war will lead to a recession have recently spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in Asia and Europe have declined alongside U.S. stocks, and there has been a “flight to safety” as bond prices rise and interest rates fall.
  • Current & Economic Events
7 min read

Special Update: Reciprocal Tariffs and the Market Reaction

On April 2, President Trump announced new tariffs on nearly all major trading partners. These tariffs are “reciprocal” in that they correspond to tariffs each country imposes on U.S. goods and are on top of previously announced duties.
A couple sits on a couch, looking at documents on a coffee table, with a calculator in use. They seem focused and engaged in discussion.
  • Current & Economic Events
6 min read

Finding Perspective Amid Recession Fears

The stock market has stumbled year-to-date, with the S&P 500 and Nasdaq both declining. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals, including weak consumer confidence, hotter inflation, government worker layoffs, and more. Some are now wondering if there will be a recession, and President Trump did not rule out the possibility in recent interviews. How can investors maintain perspective in this challenging market and economic environment?
A warehouse with two workers wearing safety gear amid tall shelves filled with boxes; one operates a forklift, and the other handles a pallet on the floor.
  • Current & Economic Events
4 min read

Special Update: Trade Wars and Navigating Market Risk

Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are expected in the coming months, including reciprocal ones against countries that impose duties on U.S. goods
Close-up of a waving United States flag showing stars on a blue field and red and white stripes.
  • Current & Economic Events, My Money & Me
6 min read

After the Election: Thoughts on Financial Priorities

Politics touches so many aspects of our lives, from our financial stability to the future we envision for our families, that it's natural to feel personally and directly impacted.
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