The Broadening Will Continue Until Morale Improves

Published on February 4, 2026

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Health Care Headaches

February 4, 2026
Affordability and the cost of living have become frequent topics of conversation. Costs rose, but incomes did not immediately keep pace. The rate of inflation has moderated, but consumers remain sensitive to high prices, worried they are falling behind.

The Market Cycles Potentially Driving 2026 Returns

February 4, 2026
Market cycles are once again at the center of the investment narrative as we head into 2026. The optimism is familiar as earnings held up in 2025, the economy avoided recession, and big tech lifted the indexes. However, those victories are already reflected in the price.