Current Insights
Markets move quickly, and headlines can be noisy. This page is designed to share timely articles, economic updates, and educational resources to help provide context around what’s happening in the news. Our goal is simple: keep you informed, grounded in perspective, and focused on the bigger picture. We will periodically post relevant insights and resources so you can stay up to date between meetings.
If you ever have questions about something you’ve read or heard, we’re always here to talk it through.
5/6/26 Central Bank Digital Currencies, What Investors Should Know →
As technology continues to change the way money moves around the world, Central Bank Digital Currencies (CBDCs) are becoming a bigger topic in banking, government policy, and investing conversations. While they are still largely in the research and testing phase, CBDCs could eventually change how people make payments, move money internationally, and interact with the banking system.
• CBDCs are essentially digital versions of a country’s paper currency, issued and backed directly by that country’s central bank — similar to digital cash.
• Unlike cryptocurrencies such as Bitcoin, CBDCs would be government-regulated and tied to the existing financial system rather than operating independently.
• Supporters believe CBDCs could help make payments faster, lower costs for transferring money between countries, and improve access to banking services for people who are currently underserved.
• At the same time, there are concerns around privacy, government oversight, cybersecurity, and how digital currencies could affect traditional banks and personal financial freedom.
5/4/26 State of the Markets →
Could conflict halfway around the world really affect your wallet here at home? This article explains why a narrow waterway in the Middle East has become one of the biggest stories impacting oil prices, inflation, travel costs, and global markets right now — and what investors should be watching next.
• About 20% of the world’s oil passes through the Strait of Hormuz, making it one of the most important shipping routes on the planet.
• Rising tensions in the region could lead to higher gas prices, increased airline and shipping costs, and more pressure on inflation.
• The article breaks down what’s happening between the U.S., Iran, and neighboring countries in a way that’s easier to understand without getting lost in the headlines.
• One key takeaway: even though the U.S. produces a lot of its own energy, global events still have a meaningful impact on markets, prices, and the economy here at home.
3/4/26 Fighting in the Middle East →
The U.S. and Israeli forces launched a large-scale attack on Iran, causing market volatility and raising concerns about potential escalation and global oil supply disruptions. Click to read
Key Points:
- Equity prices fell, while fixed income and energy prices rose following the strikes.
- The conflict may result in a short-term spike in risk aversion, followed by recovery if escalation is avoided.
- Investors are advised to maintain diversified portfolios focused on U.S.-led global economic growth.
- Disruptions in the Strait of Hormuz have reduced tanker traffic by 40%-50%, impacting global oil markets.
2/28/26 2026 Market Outlook →
As the basis of our recent client seminar, click to read what the analysts are saying about what's on deck for 2026. Topics include:
- The importance of focusing on long-term economic signals rather than short-term headlines
- Expectations for continued technology-driven productivity trends and policy tailwinds.
- An emphasis on income generation and credit quality within fixed income.
- Select positioning in real assets and alternative strategies as part of a diversified approach.