Asset allocation is one of the most important decisions investors make. Learn how the right mix of stocks, bonds, cash, and other investments can help manage risk, improve long-term outcomes, and keep your portfolio aligned with your financial goals.

A U.S.-Iran peace deal announced Sunday evening sent stock futures higher and oil prices sharply lower. But the real story is what happens next in the bond market. Unlike past geopolitical conflicts, Treasuries failed to rally this time, a sign that inflation concerns are overriding the traditional flight-to-safety trade. We break down what the market moves are telling us, and why we don't expect a straight line from here.

U.S. markets delivered strong gains in May as easing geopolitical tensions, resilient economic growth, and solid corporate earnings supported investor confidence. While equities continued their upward momentum, questions remain about inflation, the conflict with Iran, and whether the steady flow of retirement savings into a shrinking universe of publicly traded companies may be creating a structural floor beneath the stock market.

Rising credit card delinquencies, persistent inflation, and geopolitical uncertainty are creating new pressures on the American consumer. In this month's market commentary, we examine why consumer health remains a key economic indicator and what these trends could mean for spending, markets, and long-term investment strategy.

Founding Partner, Tony Minopoli, joined Drew Mariani to discuss retirement, saving, and insurance. Play the episode or listen to the full podcast on Relevant Radio.

Geopolitical tensions in Iran and renewed inflation concerns are creating increased uncertainty across global markets. With oil prices, Treasury yields, and consumer sentiment all under pressure, investors are closely watching how the conflict unfolds and what it could mean for inflation, economic growth, and market performance in the second half of the year.

Global markets surged in April 2026 despite heightened geopolitical tensions, rising energy prices, and persistent inflation. Led by AI and semiconductor stocks, Equity markets delivered standout performance, while emerging markets significantly outpaced developed peers. Investors largely looked past short-term risks, focusing instead on strong corporate earnings and resilient economic fundamentals. However, ongoing conflict in the Middle East and elevated oil prices continue to pose risks, keeping central banks cautious and reinforcing a “higher for longer” rate environment.

Markets surged on ceasefire optimism, but unresolved risks in the Strait of Hormuz, sticky inflation, and rising oil prices continue to cloud the outlook. With core inflation holding at 3%, investors now turn their attention to earnings and consumer spending trends.

Markets entered 2026 focused on interest rates, but geopolitical tensions quickly took center stage. The conflict in the Middle East pushed oil prices higher, adding inflationary pressure and driving market volatility. Equities declined during the quarter, while bonds offered limited protection. Looking ahead, markets are seeking clarity on geopolitics and Fed policy, with a likely return to fundamentals as conditions stabilize.

Tax-loss harvesting can be a powerful strategy for reducing taxes while staying invested for long-term growth. In this article, we explain how harvesting losses works, when it makes sense to use it, and how different market environments create opportunities to improve after-tax returns. Learn how a strategic, year-round approach can help investors reduce tax liabilities and enhance long-term wealth.

Markets continue to react to geopolitical developments and a fast-moving news cycle. We share our perspective on how current events may influence oil, interest rates, and equity markets, and why a long-term investment approach remains essential.

Tony Minopoli joins The Money Path to discuss how high-net-worth investors are integrating tax strategy, alternative investments, and disciplined portfolio construction to enhance returns and navigate today’s uncertain market environment.

Markets remain in a holding pattern as rising energy prices and geopolitical tensions complicate the path forward. With crude oil up roughly 65% since year-end, inflation pressures persist, limiting the Federal Reserve’s ability to cut rates. Investors are now watching closely for signs of easing energy costs—or broader economic slowdown.

Financial planning provides a structured roadmap for achieving life’s most important goals. By aligning income, spending, investments, tax strategies, and risk management, a comprehensive plan helps individuals make informed financial decisions and stay on track toward long-term objectives. Regular reviews and adjustments ensure the plan evolves alongside life changes, market conditions, and shifting priorities.

Recent market swings tied to tensions in the Middle East have driven sharp movements in oil prices and daily market performance. While volatility is likely to continue in the near term, current conditions point more toward short-term uncertainty rather than permanent market damage, with oil prices, inflation expectations, and Federal Reserve policy remaining key factors to watch.

February 2026 marked a turning point as inflation surprises and geopolitical tensions reshaped market expectations. Equities pulled back late in the month, bonds struggled with rising yields, and investors recalibrated their outlook for rate cuts. Our February Market Review explores the key drivers across equities, fixed income, currencies, and commodities—and what lies ahead for growth, inflation, and global markets.

In a 6–3 decision, the Supreme Court struck down large portions of President Trump’s tariff program imposed under emergency powers, ruling that the administration exceeded its authority under IEEPA. The decision could trigger billions in refund claims, create a significant gap in projected federal revenue, and alter the balance of power in future trade negotiations. While some national security tariffs remain in place, the ruling introduces renewed uncertainty for businesses, policymakers, and global markets.

The January employment report beat expectations with 130,000 new jobs added, yet underlying revisions and slowing wage growth suggest the labor market is normalizing. While unemployment remains stable at 4.3%, the broader trend points to a late-cycle economy marked by moderate growth, cooling wage pressure, and a lower — but not eliminated — risk of recession.

February opened with increased market volatility as rising layoffs, weakness in technology stocks, and uncertainty around AI’s impact on jobs weighed on investor sentiment. Key indicators including consumer spending, employment trends, and inflation data will be closely watched to help clarify the path ahead for the economy and markets.