Discover the insights and analysis driving our investment decisions

The 10-year Treasury broke above 4.5%, oil tops $100, and inflation is hot—but the economy is defying expectations. Here's what it means for investors.

The narrative that AI is killing jobs is everywhere — but the data tells a different story. We look at software developer job postings, what executives are actually saying about AI on earnings calls, and jobless claims at their lowest since the 1960s. Plus Q1 earnings crushing estimates at 27% growth, gas prices, interest rates, and retail spending hitting a one-year high.

The S&P 500 fully recovered from the Iran selloff. Plus, new Section 530A "Trump accounts" go live July 4th — here's what every family needs to know.

The March jobs report looked strong on the surface — but a deeper look at revisions, labor force trends, and the real state of the consumer tells a more complete story. Plus, we tackle the biggest myths about the middle class, foreign investment, and the U.S. dollar.

Section 530A accounts — known as Trump Accounts — became law in 2025. Here's how they work, who's eligible, and what grandparents need to know before funding one for a child or grandchild.

Will Allen of Sentara Capital breaks down why the bond market — not the headlines — may be the real force shaping the Iran conflict response, and what it means for your portfolio.

Oil prices have surged to $95 a barrel amid the Iran conflict — but should you be worried about your portfolio? In this market update, we cover rising oil prices, inflation data, forward earnings estimates, and why Wall Street's push to put private equity into 401(k) plans is a major red flag for everyday investors.

We break down what the data actually shows on the Iran conflict's market impact, the AI software stock selloff, Magnificent Seven earnings growth, and where inflation has hit hardest since 2019.

S&P 500 earnings beat estimates for the 5th straight quarter, AI capex surges to $610B, silver drops 40% after our warning, and energy stocks rally.

A look at the surge in productivity, the parabolic move in gold and silver, and why the consumer remains strong heading into 2025.

Our comprehensive 2026 market outlook examines earnings growth, Wall Street price targets, the valuation debate, Big Tech's AI spending, and rate cut expectations.

2025 proved to be a rewarding year for investors. Stocks rebounded from a challenging spring, and both stocks and bonds finished with healthy gains.

After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.

The Fed just cut rates for the third time in four months—here's what it means for borrowing, investing, and the housing market heading into the new year.

Meet Jonathan Brummel, the newest advisor at Sentara Capital.

Is AI the next dot-com bubble? I dig into the data and explain why today's tech landscape looks nothing like the late 90s.