Insightful Ideas

Let's briefly walk through recent economic developments—specifically around the labor market, stock market performance, and inflation—and what they might mean for the Federal Reserve and broader economy.

We’re going to talk about what happened in the markets in August—and what it could mean for your portfolios going forward. Stocks hit all-time highs and bonds had a strong month. That’s a pretty solid outcome, especially given all the uncertainty we’re still facing—things like tariffs, Federal Reserve policy, and some concerns about the tech sector. All this and more.

The challenge facing investors today isn't whether artificial intelligence will transform the economy, but how to maintain portfolio balance as the market climbs to new all-time highs. While it’s tempting to focus exclusively on companies that have performed well recently, investing for long-term goals requires a thoughtful approach to both growth and risk management.

After a strong run, the market appears to be entering a “grind” phase—characterized by sector rotation, modest price action, and a general wait for macro clarity. Volatility measures like the VIX suggest a degree of complacency, which could leave the market vulnerable to a pullback. However, long-term technicals remain intact, and macro conditions are still broadly supportive, keeping the overall tone resilient.

For investors trying to get a clear read on the economy, recent reports are sending mixed signals so how reliable is government data?

With digital currencies reaching unprecedented peaks, industrial metals hitting record territory, and precious metals like gold and silver advancing, investors confront a complex balancing challenge... How can investors approach these asset categories from a comprehensive portfolio standpoint rather than treating them as isolated opportunities?