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Market Insights

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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October Commentary: The Market Still Feels Like Summer. Will Winter Ever Get Here?

Living in the Northeast, I can’t tell you how many times I’ve been shocked by the warm temps. 80 degrees in September and October?! Don’t get me wrong, I’m not complaining, but...
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September Commentary: The Taylor Swift Way

It continues to be a news-heavy year, and the President once again dominates the conversation. But before we jump into that, we'd be remiss to ignore the biggest news of the month. Taylor’s and...
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August Market Commentary: Red Pill or Blue Pill?

In the 1999 box office hit “The Matrix”, Morpheus asked our hero Neo to make a choice; “You take the blue pill, the story ends, you wake up in your bed and believe whatever you want to...
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