Artificial intelligence: wall street’s 180
March 2026
If you’ve turned on CNBC, opened a newspaper, or sat through a dinner party in the last two years, you’ve heard the buzz: Artificial Intelligence. AI. Two letters that have managed to excite markets, terrify workers, and confuse investors all at once. What’s wild is how quickly Wall Street’s view has flipped. Not long ago, AI was the driving force in the markets: more profit, more efficiency, and more opportunity for companies. Today? The mood is far more complicated. So let’s slow down, cut the noise, and look at what AI really is, how it’s affecting daily life, why the market suddenly got spooked, and what all of this means for your portfolio.
What’s up with precious metals?
February 2026
Barely a month into 2026, the commodities market is already rewriting history - gold has shattered seven all-time highs, silver keeps blasting through new ceilings, and copper is riding a supply-driven rocket to record prices. Each of these metals has unique characteristics that drive their values to new highs and lows. Read on as advisor Kirk McCarty dives into each one and how it is affecting the market and your portfolio.
Market oUtlook: 2026 edition
january 2026
Brady shares insights on sectors of the market he likes heading into 2026.
Let’s talk bubbles
december 2025
Are we in an AI bubble? As the stock market reaches new all-time highs and concentration into tech stocks grows, this is the question many investors wish they could answer. Kirk McCarty dives into three of the most well-known bubbles in history to try to find out.
Year-End Financial Checklist
November 2025
Looking to wrap up the year on a strong financial note? This month Brady lays out 10 smart, actionable strategies—from tax-loss harvesting to Roth conversions—that can help you make the most of your money before December 31st. This is a quick, practical guide for anyone wanting to finish the year with confidence and a solid plan heading into the new year.
valuations will matter (at some point)
October 2025
Stocks may be riding high on AI hype and strong earnings, but Brady warns that ignoring valuations could lead to trouble, just like past bubbles. This quick read is a smart reminder that fundamentals always catch up, even if the market feels unstoppable right now.
politics, policy, and the power of the fed
September 2025
September 2025 marks a pivotal moment for the Federal Reserve. With interest rate decisions looming, political pressure mounting, and inflation risks still lingering, the Fed faces a delicate balancing act. This blog explores the historical context, current challenges, and potential market implications of the Fed’s next move—and why its independence matters more than ever.
From Chips to Copper: How AI Is Powering a Materials Revival
August 2025
Artificial intelligence is driving a surge in data center construction, significantly increasing demand for raw materials like copper due to its essential role in power and cooling infrastructure. Favorable tax code changes and historical performance trends suggest the materials sector, particularly copper, may be poised for a comeback. However, risks such as geopolitical supply concentration, tariffs, and technological efficiency improvements could impact future returns. Read this month’s blog from Brady Raanes to learn more.
Halftime: Reviewing 2025 So far
July 2025
If the first half of 2025 left you feeling whiplashed by headlines—tariffs, market swings, and political curveballs—you’re not alone. Brady breaks down what’s really driving the economy as he reviews the first half of the year and what he’s watching closely for the rest of the year, because understanding the “why” behind the numbers matters.
Tax Reform: What can history tell us
June 2025
Policy changes have been a key theme for markets this year. Aside from the tariffs (which dominated the conversations in April), investors have shifted their focus to the proposed tax bill that is on its way to the Senate. What can we learn from past landmark tax reforms to help us understand what is needed today?
GDP: there’s More to the story
may 2025
Economic data from the first three months of the year was recently released, and the numbers weren’t encouraging. On the surface, the numbers are somewhat alarming because the readings in the first quarter of the year didn’t include the impact of the tariffs. But that’s not the whole story… there’s more encouraging data beneath the surface.
Navigating tariffs: How We Manage Investments in a Changing Trade Landscape
April 2025
At the time of this writing, the S&P 500 is down about 5.5% for the year and about 10% below its all-time high in late February. Thus far, the market pullback has been a “garden variety” drawdown; the 26th such decline of 5% or more since the March 2009 low following the Great Financial Crisis of 2008/2009. Read on as Brady explains how we manage investments in a hectic market.
Behavioral Incentives Behind the Tax Code
March 2025
It is tax season and as we each pay our tax bill we wonder if there are simpler ways for taxes to be handled or why certain circumstances have deductions while others don’t. Brady explains why we have certain deductions due to behaviors the government wants to reward.