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Home2026March
March 27, 2026
In the Loop

In the Loop – March 27, 2026

Oil tops $100, gas climbs past $4, and rate hike talk replaces cut expectations as the Iran War reshapes markets. Here's what it means for investors — plus updates on Flowserve a

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March 20, 2026
In the Loop

In the Loop – March 20, 2026

Before I get into the weeds, I want to remind all long-term investors that since 1980, the average annual drawdown in the S&P 500 is -14% while the average annual return has been +

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March 13, 2026
In the Loop

In the Loop – March 13, 2026

Geopolitical tensions at the Strait of Hormuz threaten global oil and petrochemical supply chains, shifting Fed rate-cut expectations and pressuring markets. Plus updates on Vertiv

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March 6, 2026
In the Loop

In the Loop – March 6, 2026

Markets face geopolitical tensions, shifting valuations, and AI-driven growth. Explore insights on the S&P 500, energy risks, and key companies shaping the investment landscape.

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We combine thoughtful, transparent, and methodical investment strategies to financial planning and wealth management.

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