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Market Insights

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September 2026 Market Commentary

“Mortimer, We’re Back!” – Trading Places, 1983 Hopefully everyone had a great summer, but now it is back to school, reality, and the last stretch of the year. 2026 has had many...
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August 2026 Commentary: Preseason Hype Meets the Playing Season

By Jordan Kaufman August Commentary: Preseason Hype Meets the Playing Season Every sports fan has either uttered or heard the phrase, “the team looks great this year.” Star players...
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July 2026 Commentary: We are the Ancestors of the Future

by Jordan Kaufman With theexhilaratingNYKnicks Championshiprun, the World Cup, and the 250thanniversary of the U.S., I have hearda lot of“you are...
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June 2026 Commentary: We Have Liftoff!

By Jordan Kaufman May was a fantastic month for markets! The semiconductor index continued to pull the markets higher, with over a 20% return in the month. Keep in mind that the semi’s returned...
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May 2026 Commentary: The Great Perspective Shift

By Jordan Kaufman "Many of the truths we cling to depend greatly on our own point of view." — Obi-Wan Kenobi, Return of the Jedi May 4th has become “Star Wars Day,” turning a clever...
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April 2026 Commentary: Terrible, Horrible, No Good, Very Bad Month

By Jordan Kaufman April 2026 Commentary: Terrible, Horrible, No Good, Very Bad Month When I was a wee child, my parents got me a book called “Alexander and the Terrible, Horrible, No...
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March 2026 Commentary: Groundhog Day

By Jordan Kaufman Punxsutawney Phil got it right in 2026; he saw his shadow and we got a month filled with turbulent weather, including arctic cold snaps and snowstorms. We also had some...
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February Commentary: The Fasten Seatbelt Sign is ON!

By Jordan Kaufman We just went through a volatile 2025, and with how 2026 is starting, now is not the time to loosen your seatbelt or get up and walk around the cabin. January alone delivered a...
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2026 Market

JANUARY 2026 COMMENTARY

By Jordan Kaufman It feels like we blinked and it is already 2026! 2025 was a great year for both stocks and bonds. Often investors start asking, “Okay, what’s the catch?” It...
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DECEMBER COMMENTARY: THE HOME STRETCH AND CHECKING IT TWICE 

I hope everyone had a wonderful Thanksgiving! In our house, the transition from turkey leftovers to holiday chaos happened in record time. My 10-year-old is already negotiating her "wish list" with...
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