by Jenny Thompson | Aug 10, 2026 | Economic, Market Related
I like Kevin Warsh, the newly appointed Chairman of the Federal Reserve (the Fed). I liked Jay Powell, too. They are both clearly smart. Additionally, while I don’t really know, they both seem like men of integrity. To me, this matters – a lot. Kevin Warsh is trying...
by Jenny Thompson | Jul 27, 2026 | Economic, Market Related
Artificial intelligence (AI) is everywhere. News stories discuss large language models (LLMs), hyperscalers, chipmakers, data centers, and trillion-dollar investments. It can feel like a foreign language—and many people wonder whether AI is something to embrace or...
by Jenny Thompson | Jun 11, 2026 | Economic, Market Related
With SpaceX expected to complete its initial public offering (IPO) this month, many investors are asking a simple question: Will I own SpaceX in my mutual funds and ETFs? The answer is: it depends on the index your fund follows. Recent changes by some index providers...
by Lori Eason | Feb 2, 2026 | Economic, Financial Planning, Market Related
Lately, money market funds have been a great place to park cash temporarily. However, with the Fed easing rates, money market yields have started to trend lower. The current yield on the Schwab Value Advantage Money Market fund is 3.52%, down from 5.23% at this time...
by Charles Webb | Apr 14, 2025 | Market Related, Quarterly Commentary
The administration’s trade war is officially in full swing. Since their sweeping tariff announcement, stocks have sold off roughly 13–15% — depending on the index you use. We haven’t seen this kind of volatility since the Russian invasion of Ukraine back in February...
by Charles Webb | Oct 17, 2023 | Market Related, Quarterly Commentary
Earlier this week, the House of Representatives voted to remove Kevin McCarthy as speaker of the House. While there has been no shortage of opinion and commentary in the media about this, one thing is clear, the revolt by a handful of Republican congressmen was...
