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Short Term Oil Supply Disruptions and Near-Term Volatility

Oil has long been one of the most geopolitically sensitive commodities in global markets. From the oil shocks of the 1970s to more recent supply disruptions, political developments have frequently introduced periods of heightened volatility in crude prices. However, history also shows that many of these episodes produce sharp but

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Investing Through Geopolitical Turmoil

Geopolitical turmoil is unsettling, but history shows that markets are often more resilient than the headlines suggest, and disciplined investors can use that to their advantage. Periods of war, political escalation, or global conflict can dominate the news cycle and trigger sharp market reactions. The uncertainty surrounding these events can

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The Rising Federal Estate Tax Exemption

Estate planning is shaped not only by personal goals and family priorities, but also by changes in tax law. One of the most notable developments over the past fifteen years has been the evolution of the federal estate tax exemption. This chart tracks the exemption from 2010 through 2026, illustrating

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February Market Commentary

Here is a brief February market commentary highlighting key developments across equities, fixed income, and the broader economic landscape as we move further into 2026. 1. Equities: Global Markets Lead as U.S. Rally Cools January brought a notable shift in market leadership. While the S&P 500 posted a modest gain

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Markets and Conflict: Iran Developments

What Happened On February 28, 2026, the United States and Israel launched coordinated military strikes against Iran. The operation followed months of escalating tensions, including Iran’s violent crackdown on domestic protesters and failed nuclear negotiations. Iran’s Supreme Leader Ali Khamenei was confirmed killed in the strikes. Iran retaliated with missile

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Guarding Your Identity During Tax Filing Season

Tax season is not just busy for CPAs and Financial Advisors. It is also one of the most active times of year for identity thieves. Fraudsters know that sensitive information is being exchanged. Social Security numbers, dates of birth, bank account details, income statements, and signatures are moving between inboxes,

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Why Venture Capital Deal Activity Is a Powerful Read on the Economy

Venture capital (VC) deal activity is widely viewed as a forward-looking indicator of economic health because it reflects investor confidence in future growth. When VC funding is strong, it signals that investors are willing to take risks on new technologies, new business models, and expansion plans—typically a sign that capital

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U.S. GDP Growth in 2025: A Year of Resilience and Transition

The U.S. economy in 2025 demonstrated resilience in the face of policy shifts, trade disruptions, and a prolonged government shutdown. While growth varied across quarters, the overall expansion of about 2.2% for the year remained above the long term historical average. Steady consumer spending and meaningful investment in technology and

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Truflation – A High-Frequency Inflation Measurement

Truflation’s U.S. CPI-like index is designed as a daily-updated inflation measure built from a basket of consumer-spending categories broadly inspired by CPI structure, but implemented with alternative/high-frequency data feeds and a distinct housing treatment. Truflation documents a 7-step process (household expenditure weights → data sources → ingestion → transformations → indexing → weighting/roll-up → publication) and publishes

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Turning Tax Season Into a Strategic Planning Conversation

For many families, tax season feels like a deadline to manage rather than a moment to use strategically. Documents arrive. Numbers are finalized. The return is signed. Then everyone moves on. But a tax return is more than a filing requirement. It is one of the most detailed snapshots of

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US Homebuilder Confidence

Homebuilder confidence is measured by the National Association of Home Builders (NAHB) Housing Market Index (HMI), a monthly survey of roughly 900 single-family builders that began in 1985. The index is diffusion-based, with readings above 50 indicating that more builders view conditions as good than poor. It is composed of

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