Written by: Brian Jacobsen PhD, JD, CFA®, CFP®, CAIA, CBE | Chief Economic StrategistSeptember 1, 2026 (data and market prices through August 31) August gave investors plenty to celebrate. The S&P 500 gained 2.6%, the Nasdaq Composite rose 3.9%, and the Dow added...
August 5, 2026 (data and market prices through August 4) July was a month when the scoreboard hid the game. The Dow Jones Industrial Average returned 0.3%, while the S&P 500 slipped 0.1%. The Nasdaq Composite fell 3.2%, and the Nasdaq-100 lost 6.6%. The sharpest...
April showers bring May flowers. There were not a lot of showers in April, but the flowers seemed to bloom in May anyway. May was about investing despite the noise as the S&P 500 and Nasdaq pushed to fresh record highs even as inflation ran hot, the Iran conflict...
So much for “April Showers.” April was about resilience: equities recovered from a geopolitics-driven drawdown and pushed to fresh highs, even as energy shocks and a fractured Fed kept macro uncertainty elevated. The market message looks less like “recession soon” and...
