FROM THE CEO’S DESK

US Stocks Rally Amid Tariff Uncertainty and Fed Nomination

Market Performance

US stocks closed on a strong note on August 8, 2025, as...

Read More
August 8, 2025

US Stock Market Summary for August 7, 2025: Mixed Reactions Amid Tariff News and Economic Updates

Market Overview

US stocks trimmed losses on Thursday, August 7, 2025,...

Read More
August 7, 2025

US Stock Market Rally on Corporate Earnings and Tariff Developments

Market Overview

US stocks pushed higher on Wednesday, August 6, 2025, thanks...

Read More
August 6, 2025

Market Rebound: Relief Rally or Turning Point?

A Strong Bounce, But Not a Turning PointThe market’s rebound over the past few...

Read More
April 11, 2026

From Selloff to Rebound: Markets Remained Highly Volatile

U.S. Equity Market Volatility: Selloff, Rebound, and Oil-Driven Uncertainty...

Read More
April 4, 2026

Why the U.S. Stock Market Is Falling: War, Oil Prices, and Fed “Higher for Longer” Driving Correction

WEEKLY SUMMARY

The U.S. stock market correction is being driven by rising...

Read More
March 29, 2026

Breadth Matters More Than Headlines : What RIAs Should Really Be Watching

MARKET INSIGHTS · RIA PERSPECTIVE

In an environment dominated by macro...

Read More
April 8, 2026

Should You Realize Gains Before Tax Changes?

A Strategic Look at Capital Gains Planning in a Shifting Policy Environment

...

Read More
April 1, 2026

Tax-Loss Harvesting Beyond December

A Systematic Guide to Year-Round Tax Alpha

What is tax-loss harvesting?

...

Read More
March 25, 2026