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Insights

Don’t worry, be happy? Worry a little, but let the data and facts guide and calm 
June 4, 2026
Read time: 13 minutes Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The...
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Sour consumer, growth still on track
June 4, 2026
Read time: 7 minutes So goes the consumer…is the longstanding phrase many are aware; of course, the follow-on to...
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Earnings drive the rally as risks linger
May 7, 2026
Read time: 7 minutes The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to...
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Europe becoming Iran War victim 
May 5, 2026
Read time: 8 minutes Most of my work focuses on the United States economy for obvious reasons: the majority of our...
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Volatility returns as global risks rise
April 2, 2026
Read time: 8 minutes The S&P 500 finished the month of March down 5.0%, bringing year-to-date losses to 4.3%. There...
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The Iran war: Impact beyond the battle zone
April 2, 2026
Read time: 8 minutes Economic growth and inflation pressure in question This commentary was prepared during a...
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Risk awareness and diversification 2.0 taking root 
March 6, 2026
Read time: 8 minutes The S&P 500 finished the month down 0.8%, bringing year-to-date returns to 0.7% 1...
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“Three yards and a cloud of dust” revisited: Déjà vu still on track for 2026
March 6, 2026
Read time: 6 minutes We finally have our first view of last year’s fourth quarter GDP growth rates:...
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Déjà vu starting to play out
February 6, 2026
Read time: 14 minutes “Déjà vu confirms a faithful path worth taking.” – T.F. Hodge Folks familiar...
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Wow on wow!
January 2, 2026
In late December, the Bureau of Economic Analysis (BEA) released their preliminary third quarter report on real GDP growth...
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Decent Q4 makes it three straight years of double-digit returns. How about four in a row?
January 2, 2026
We wouldn’t call it a scorching Santa Claus rally, but the S&P 500 was able to hang on and...
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The November market pause just might set the table for a profitable 2026
December 8, 2025
Read time: 6 minutes The S&P 500 finished November up 0.2%, bringing year to date returns to 17.8%...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#169

Built to last: Mariner at 20

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May 14, 2026
#168

You’re ready for Mariner

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April 23, 2026
#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
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