Blog

Anatomy of a Bull Market: Why 2026 Isn’t 2022

Talley Leger

Friday, August 14, 2026

⚡️Market Strategy Flash August 14, 2026 Is the US stock market overextended and heading for a crash this year? No, not in my opinion. While we won’t know the precise outcome until 4:00 PM on December 31, a comparison of currently...

Corporate Productivity: The “Flywheel” Is Spinning

Talley Leger

Tuesday, August 11, 2026

⚡️Market Strategy Flash August 7, 2026 Every great investment thesis eventually comes down to one question: Can companies keep growing their earnings? I believe the answer lies in an overlooked positive “feedback loop” hiding in plain...

The Weekly Wealth Watch August 10, 2026 Is It Really Different This Time? “Be quick, but don’t hurry.” — John Wooden The Markets Investors came back from wherever they had been hiding and decided to buy stocks with both hands. The S&P...

Market Strategy by Talley Leger, Chief Market Strategist August 7, 2026 Corporate Productivity: The “Flywheel” Is Spinning Every great investment thesis eventually comes down to one question: Can companies keep growing their earnings?...

In a World of Options, Contribute to a Better Life

AJ D’Addio

Monday, August 3, 2026

In a world where the number of savings options people have exceeds the amount of time they have to review them, it’s best to have a basic idea of what the best option for them is right off the bat. Situations vary from person to person...

Humans are naturally inclined to prioritize instantaneous gratification to fulfill current wants, which leads to financial decisions that don’t support future needs. A theory that proves this is the Hedonic Treadmill, which states that...

The Weekly Wealth Watch August 3, 2026 The Markets "The stock market is a device for transferring money from the impatient to the patient." — Warren Buffett It was another constructive week for investors, with the major equity...

Sales: Companies’ Ultimate “Proof of Concept”

Talley Leger

Friday, July 31, 2026

⚡️Market Strategy Flash July 31, 2026 As my regular readers know, I’ve argued that strong sales tell companies the world wants their products and services. In turn, capital expenditures (capex) are companies’ way of telling the world...

Market Strategy by Talley Leger, Chief Market Strategist July 31, 2026 Sales: Companies’ Ultimate “Proof of Concept” As my regular readers know, I’ve argued that strong sales tell companies the world wants their products and services....

Market Strategy by Talley Leger, Chief Market Strategist July 24, 2026 The Bond Market Isn’t Screaming – You’re Just Listening to the Wrong People When Treasury yields rise, investors tend to make the same diagnosis: Debt. Deficits....

The Weekly Wealth Watch July 27, 2026 The Markets “The key to successful investing is to stay disciplined, keep costs low, diversify broadly, and maintain a long-term perspective.” — Tim Buckley, Former Chairman & CEO, (Vanguard) U.S....

The Bond Market Isn’t Screaming – You’re Just Listening to the Wrong People

Talley Leger

Friday, July 24, 2026

⚡️Market Strategy Flash July 24, 2026 When Treasury yields rise, investors tend to make the same diagnosis: Debt. Deficits. Inflation. Vigilantes. It’s the financial equivalent of blaming strange noises coming from under your car’s...

The Weekly Wealth Watch July 20, 2026 The Markets “The biggest investment opportunities often emerge when investors can distinguish between short-term market noise and long-term technological change.” — Dan Benton, Founder, Andor...

Bank Earnings Ratify the “Tech Enablement” Thesis

Talley Leger

Friday, July 17, 2026

⚡️Market Strategy Flash July 17, 2026 Corporate management teams are signaling their growing optimism this earnings season. According to FactSet, the S&P 500 “guidance gap” continues to widen in a favorable direction, with an...

Market Strategy by Talley Leger, Chief Market Strategist July 17, 2026 Bank Earnings Ratify the “Tech Enablement” Thesis Corporate management teams are signaling their growing optimism this earnings season. According to FactSet, the...

The Weekly Wealth Watch July 13, 2026 The Markets “Investing isn't just about owning great companies—it's about understanding how they create long-term value for all stakeholders.” — Jeff Ubben, Founder, (Inclusive Capital Partners)...

Market Strategy by Talley Leger, Chief Market Strategist July 10, 2026 Did You Say ‘Over?’ In the immortal words of John (Bluto) Blutarsky from the 1978 film, Animal House: “What? Over? Did you say ‘over?’ Nothing is over until we...

Did You Say ‘Over?’

Talley Leger

Friday, July 10, 2026

⚡️Market Strategy Flash July 10, 2026 In the immortal words of John (Bluto) Blutarsky from the 1978 film, Animal House: “What? Over? Did you say ‘over?’ Nothing is over until we decide it is!” As we expected, the S&P 500 Index has put...

Market Strategy by Talley Leger, Chief Market Strategist July 2, 2026 Market Memory: What Past Performance Implies About Future Results Every investment professional – including me – is familiar with the ubiquitous compliance...

The Weekly Wealth Watch July 6, 2026 The Markets “Successful investing requires discipline, thoughtful diversification, and a long-term perspective. Markets will fluctuate, but resilient portfolios are built to weather those...

Market Memory: What Past Performance Implies About Future Results

Talley Leger

Thursday, July 2, 2026

⚡️Market Strategy Flash July 2, 2026 Every investment professional – including me – is familiar with the ubiquitous compliance disclaimer: “Past performance does not guarantee future results.” While it’s intended to protect market...

The Weekly Wealth Watch June 29, 2026 The Markets “The market is constantly weighing probabilities, not certainties. Successful investing comes from recognizing when expectations have become disconnected from reality.” — Lee Ainslie,...

Market Strategy by Talley Leger, Chief Market Strategist June 26, 2026 Mid-Year Outlook: “Dynamic Optimism” in a Non-Inflationary Equilibrium How can advisors balance the structural tension between protecting and growing their clients’...

Mid-Year Outlook: “Dynamic Optimism” in a Non-Inflationary Equilibrium

Talley Leger

Friday, June 26, 2026

⚡️Market Strategy Flash June 26, 2026 How can advisors balance the structural tension between protecting and growing their clients’ capital? In our view, the WCG Investment Strategy Committee’s (ISC’s) outlook for a 20% return on the...

Market Strategy by Talley Leger, Chief Market Strategist June 19, 2026 Why Infinite Space May Not Equal Infinite Value A couple of weeks ago, I explored some thoughts and related research questions about the space economy. While it’s a...

The Weekly Wealth Watch June 22, 2026 The Markets “You can’t predict. You can prepare.” — Howards Marks, (Oaktree Capital) Markets closed out a shortened trading week on a positive note as investors navigated a lighter calendar ahead...

Why Infinite Space May Not Equal Infinite Value

Talley Leger

Thursday, June 18, 2026

⚡️Market Strategy Flash June 18, 2026 A couple of weeks ago, I explored some thoughts and related research questions about the space economy. While it’s a thrilling time to look upward and outward, scaling and valuing an industry that...

The Weekly Wealth Watch June 15, 2026 The Markets “Investing is about finding opportunities and having the patience and discipline to let them develop over time.” — Abigail Johnson, (Fidelity Investment) U.S. equity markets continued...

Market Strategy by Talley Leger, Chief Market Strategist June 12, 2026 Signal vs. Noise: Cool “Core” CPI, Hot “Headline” CPI What Happened: As expected, the Bureau of Labor Statistics’ (BLS’) Consumer Price Index (CPI) for All Urban...

Signal vs. Noise: Cool “Core” CPI, Hot “Headline” CPI

Talley Leger

Friday, June 12, 2026

⚡️Market Strategy Flash June 11, 2026 What Happened: As expected, the Bureau of Labor Statistics’ (BLS’) Consumer Price Index (CPI) for All Urban Consumers (read: “headline” CPI) popped 0.5% month-over-month (M/M) and 4.2%...

The Weekly Wealth Watch June 1, 2026 The Markets The key to long-term success is not being right all the time—it’s managing risk when you’re wrong.” — Michael Platt, (BlueCrest Capital) U.S. equity markets pulled back this week as...

A Hitchhiker’s Guide to the Space Economy

Talley Leger

Friday, June 5, 2026

⚡️Market Strategy Flash June 5, 2026 It’s time-minus seven (T-7) days and counting until the SpaceX (SPCX) initial public offering (IPO), which is targeting a monumental valuation between $1.5 - 2.0 trillion+! To ensure a flawless...

Market Strategy by Talley Leger, Chief Market Strategist June 5, 2026 A Hitchhiker’s Guide to the Space Economy It’s time-minus seven (T-7) days and counting until the SpaceX (SPCX) initial public offering (IPO), which is targeting a...

The Weekly Wealth Watch May 25, 2026 The Markets “The first step toward getting somewhere is to decide you’re not going to stay where you are.” — John Pierpont Morgan (J.P. Morgan) U.S. equity markets moved higher this week, with gains...

The Weekly Wealth Watch June 1, 2026 The Markets “I’ve always believed that prices move first and fundamentals come later.” — James Simons (Renaissance Technologies) U.S. equity markets extended their advance this week, with gains...

Treasury Yields: Water Finds Its Own Level

Talley Leger

Monday, June 1, 2026

In my June 4, 2025, Market Strategy Flash, “Why bond yields have increased around the world,” I argued that rising yields were driven by improving investor risk appetite as expressed by more demand for “pro-cyclical” assets (i.e.,...

MarketStrategy by Talley Leger, Chief Market Strategist May 22, 2026 Software vs. Semis: Skate to Where the Puck Is Going Since April 2025, I’ve consistently opined about information technology, which remains a bright spot on the US...

Market Strategy by Talley Leger, Chief Market Strategist May 29, 2026 Treasury Yields: Water Finds Its Own Level In my June 4, 2025, Market Strategy Flash, “Why bond yields have increased around the world,” I argued that rising yields...

The Weekly Wealth Watch June 1, 2026 The Markets “The first step toward getting somewhere is to decide you’re not going to stay where you are.” — John Pierpont Morgan (J.P. Morgan) U.S. equity markets moved higher this week, with gains...

Treasury Yields: Water Finds Its Own Level In my June 4, 2025, Market Strategy Flash, “Why bond yields have increased around the world,” I argued that rising yields...

Software vs. Semis: Skate to Where the Puck Is Going Since April 2025, I’ve consistently opined about information technology, which remains a bright spot on the US economic...

Software vs. Semis: Skate to Where the Puck Is Going

Talley Leger

Tuesday, May 26, 2026

Since April 2025, I’ve consistently opined about information technology, which remains a bright spot on the US economic landscape. Despite the tactical underperformance of the S&P 500 Information Technology sector from October 2025 to...

The Markets “The first step toward getting somewhere is to decide you’re not going to stay where you are.” — John Pierpont Morgan (J.P. Morgan) U.S. equity markets moved higher this week, with gains broadening beyond large-cap...

“Tech Enablement:” Why Strong Sales Drive Strong CapEx

Talley Leger

Friday, May 15, 2026

As discussed last week, strong revenues and earnings growth often lead to strong business spending or capital expenditure (capex) growth. Booming investment in infrastructure, hardware and software can create a “ripple” effect,...

Our “Four-Banger” Growth Engine Is Humming

Talley Leger

Friday, May 8, 2026

What breadth problem? The US economic engine is a “four-banger,” driven by consumption (68%), investment (18%), government (17%) and trade (-3%). Fortunately, three of the four cylinders of our growth machine are humming. According to...

Super Catch-Up Contributions: Greater Savings Opportunity for Some

Erika Ferris

Friday, March 27, 2026

Participants familiar with catch-up contributions may now be able to have a greater impact on their retirement savings through Super Catch-Up contributions. Catch-up contributions allow people age 50 and older to contribute more to...

Make Your Finances a New Year’s Resolution That Actually Sticks

Caitlin Allard

Friday, February 6, 2026

The end of the year is a natural time to pause and reflect on our lives and reset priorities and goals for the upcoming year. While many resolutions fade by February, improving your personal finances is one goal that can deliver...

How to Prepare for Tax Return Season: A Simple Checklist

Caitlin Allard

Friday, February 6, 2026

Tax season has a way of sneaking up on people. A little preparation now can make the process smoother, reduce stress, and help ensure you don’t miss valuable tax-saving opportunities. Here’s a practical guide to what you should be...

A New Rule Is Coming for Catch-Up Contributions—Here’s What It Means for You

Erika Ferris

Friday, February 6, 2026

If you are age 50 or older and saving for retirement through your workplace plan, you may already be taking advantage of catch-up contributions - the extra amount you are allowed to save each year beyond regular limits. SECURE 2.0...

Life Policy Review and Financial Planning

Raymond Bell

Friday, February 6, 2026

A policy review in conjunction with a review of a financial plan is a great idea. It is important to make sure that the policy (s) still aligns with the clients’ goals. Life changes such as changes in employment, marriages, child...

2026 Insurance Awareness

Raymond Bell

Friday, February 6, 2026

When people think of an Insurance Agent especially one that sells life, long term care and disability they think of a middle-aged guy in a leisure suit or Alec Baldwin’s character in A Long Came Polly. That couldn’t be further from...

The Tale of Mrs. Goodman an Unholy Trinity

Raymond Bell

Friday, February 6, 2026

At the end of January and early February we all receive our tax forms from employment, business interests and investments. We receive the forms and wonder whether I will have to pay, or will I receive a refund? We look at what we can...

Roth Conversions in a Post-OBBBA World: What to Consider Before Converting

Erika Ferris

Monday, September 8, 2025

You’ve probably heard of the One Big Beautiful Bill Act, or something close to it. We’re calling it OBBBA, and while it may not directly rewrite retirement account rules, it could have indirect effects that impact your Roth conversion...

What the One Big Beautiful Bill Act Means for Your Financial Plan

Caitlin Allard

Friday, August 1, 2025

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new deductions, and significant spending changes across federal programs. Here are a few of...

Rethinking Multi-Factor Investing: Is Smart Beta Smart?

Jim Worden, CFA®, CMT®, CAIA®

Friday, August 1, 2025

I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known risk premia – value, momentum, quality, volatility, and size – and were...

What My Dog Taught Me About Loss, Grief and Life Insurance

Raymond Bell

Friday, August 1, 2025

My spouse, Jorvany, and I have two dogs: Max, a Terrier mix, and Nani, a Chihuahua. On July 4th, Jorvany left for a month-long trip to visit his family in Veracruz, Mexico. He took Nani with him, thinking it would be easier for me to...

2025 Mid-Year Review

Jim Worden, CFA®, CMT®, CAIA®

Tuesday, July 8, 2025

What a whirlwind were the first two quarters of the year! If we simply looked at year-to-date returns, it would seem like a pretty normal year. Up 6% for the S&P 500. Up 4% for core US bonds¹. Sectors that we have liked for a while,...

Estate Planning Basics: What Everyone Should Know

Caitlin Allard

Tuesday, July 1, 2025

When people hear the term estate planning, many assume it’s something only the wealthy need to worry about. In reality, estate planning is an essential part of financial planning for nearly everyone—regardless of age, income, or assets...

The Case for Succession Planning

Raymond Bell

Tuesday, July 1, 2025

A business owner's mindset is often focused on long-term survival. Yet, according to the U.S. Bureau of Labor Statistics, only 25% of new businesses survive 15 years or longer. In the early years, owners are typically laser-focused on...

Insurance Blogs Life insurance policies are incredibly detailed, and even a good policy might not cover everything you should know. Here are ten items every life insurance consumer should be aware of: • The Free Look Period: Every...

Nowadays, it’s extremely rare to meet someone who hasn’t encountered a cyber scam, phishing attempt, or identify fraud of some kind. Unfortunately, it’s a reality that these types of threats are omnipresent and only projected to...