Insightful Ideas

As the saying goes, smooth seas do not make skillful sailors. The first half of 2026 put this wisdom to the test for investors everywhere. Major events shaped the landscape, including the war in Iran, oil prices pushing inflation to multi-year highs, and ongoing questions surrounding artificial intelligence (AI). Despite all of this, markets climbed to new all-time highs, corporate earnings grew at a double-digit pace, and many asset classes delivered strong results. The first six months served as a powerful reminder of the value of staying invested and keeping a longer time horizon in view.

The S&P 500 recently surpassed 7,500 for the first time, marking another milestone in a year that has seen many new all-time highs. This is positive for investors, especially because several sectors have contributed to this rally. These trends have also fueled enthusiasm for IPOs, particularly ones related to artificial intelligence, after years of relatively few companies going public. Headlines like these can create uncertainty for markets, maintaining perspective and balance are more important than ever.

The human brain is excellent at finding patterns, a skill that has evolved to help us across many parts of life. However, it can also lead us astray when there is no real pattern at all, such as when we see shapes in clouds and ink blots. When it comes to investing, this is relevant because some patterns are important, such as the long-term relationship between the market and the economy, while others may be due to pure coincidence. Distinguishing between what makes for interesting trivia versus true investing principles is a challenging but important part of achieving long-term financial success.

On Friday, March 6th, the U.S. Department of Treasury and the Internal Revenue Service released the first set of proposed rules for a new federal savings program, known as Trump Accounts, designed for children. With more information on the horizon, here's what we know so far.

The first quarter of 2026 underscores just how critical financial preparation and sound investing principles truly are. Following robust gains in 2025, markets have contended with a confluence of geopolitical shocks, elevated oil prices, and renewed economic uncertainty.

Today we’ll walk through what’s been happening in the markets as a surge in headline volatility has shaped what we’re seeing. AI concerns have hit industries one by one prompting a “sell now, ask later” reaction – we’ll cover why in this episode of Charts that Matter.