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What a U.S.-Iran Peace Framework Means for Your Portfolio
Markets wasted no time reacting to news of a preliminary U.S.-Iran peace agreement. Stocks climbed, oil fell, and optimism returned. But with key details still unresolved, what should investors be paying attention to now?

Matt Oberholzer
Jun 153 min read


Q3 Market Update, Market Updates, Government Shutdown & Year-End Information
Strong markets. Slowing growth. Falling rates.
The economy’s story this quarter isn’t as simple as it looks.
Check out our latest Economic and Market Update for insights you won’t want to miss.
Chris Oberholzer
Oct 17, 20254 min read


Q3 Market Update and End of Year
With inflation subsiding and the economy cooling, the Fed cut interest rates by 0.5% last month. This action confirmed the feds...

Matt Oberholzer
Oct 15, 20243 min read
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