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Heat Wave and Hot Stocks: How Investors Can Stay Ahead

Heat Wave and Hot Stocks: How Investors Can Stay Ahead

by Richard Baker | Jul 9, 2025 | Articles

As most Americans start taking their late-summer vacations, they are realizing that much of the country is hot; thankfully, so is the stock market. The stock market continues to show cockroach-like resiliency in navigating Washington’s ever-changing policy landscape...
Resilience and Opportunity: A Midyear Market Update

Resilience and Opportunity: A Midyear Market Update

by Richard Baker | Jul 2, 2025 | Articles

Last week, my wife and I rode the gondola up Stone Mountain near Atlanta. There were about twenty-five people in the gondola, and just as it crested the mountain edge, it swung 5-6 feet forward and backward, and the riders screamed. That is how the markets felt over...
Summer Market Watch: Energy Headwinds and a Data-Dependent Fed

Summer Market Watch: Energy Headwinds and a Data-Dependent Fed

by Sara Baker | Jun 26, 2025 | Articles

When I was a kid, I used to watch The Beverly Hillbillies — a show about a poor family that strikes it rich when oil is discovered on their land. One day they’re in the Ozarks, the next they’re in Beverly Hills, navigating a world they never expected to enter. That...
Trade Wars, Oil Shocks, and Sticky Inflation: Time to Stay Grounded

Trade Wars, Oil Shocks, and Sticky Inflation: Time to Stay Grounded

by Richard Baker | Jun 18, 2025 | Articles

I was talking with my wife over coffee this morning about how investing right now feels a bit like driving through fog. You can see the road ahead—kind of—but it’s not clear enough to hit the gas. That’s where we are in the markets today: still moving forward,...
IPO to Espionage: The Rise and Fall of a Tech Startup

IPO to Espionage: The Rise and Fall of a Tech Startup

by Richard Baker | Jun 11, 2025 | Articles

Just before I started high school, our basketball coach decided to hold an unsanctioned scrimmage against another school. Both coaches told their players to keep it a secret, but as it happens, one of our players told someone at another school, and sanctions came...
From Slump to Surge: What Drove Stocks to Rally in May

From Slump to Surge: What Drove Stocks to Rally in May

by Sara Baker | Jun 4, 2025 | Articles

The month of May has a reputation, and it’s not a good one. As an investment month, it’s the equivalent of the drunk uncle everyone is embarrassed to see show up at the family BBQ. Despite May’s reputation for negative performance, the past May saw US...
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