Anytime there’s a leadership change at the Fed, it naturally creates a bit of uncertainty, because the Fed plays such a central role in setting monetary policy and guiding interest rates.
As we move deeper into earnings season, investors are shifting their attention away from big geopolitical headlines and toward the actual “report cards” companies are releasing. And with the market sitting near all time highs, understanding what these earnings reports really mean is more important than ever.
Gold, silver, and other precious metals have rallied sharply over the past two years, capturing a lot of investor attention. Gold recently climbed above forty-seven hundred dollars per ounce, while silver moved past ninety dollars—historic milestones for both metals. With prices at these levels, it’s natural for investors to ask an important question: Should I be investing in precious metals right now?
The year 2025 turned out to be remarkably successful for financial markets, even though many major events happened throughout the year. For the third consecutive year – and sixth among the past seven – the S&P 500 tallied double-digit gains – a remarkable run.
The stock market is poised to deliver double-digit returns for the sixth time in seven years, marking an impressive period interrupted only by the inflation-driven decline of 2022. This sustained strength has positioned many investors favorably as they look ahead. Looking toward 2026, investors face questions about midterm elections, Federal Reserve leadership changes, AI's trajectory, and the dollar's path. Success depends less on predicting each development than on maintaining a well-positioned portfolio. Here are seven themes to guide investment thinking for the year ahead.
With AI everywhere in the headlines and the stock market reaching new highs, a lot of investors are asking the same question: Are we in another bubble, like the dot-com era? It’s a fair question, and one I take seriously. There’s no doubt that valuations are high and that enormous sums are being poured into AI infrastructure. So today, I want to address those concerns directly.