Higher Tariffs Not Dead

Published on February 23, 2026

As we expected, the Supreme Court struck down most of the new tariffs President Trump had imposed since taking office thirteen months ago.

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Calm Market Waters Hide Fierce Undercurrents

February 23, 2026
Given the divergence between the calm market surface and the volatility of its underlying stocks' returns, let's get a better grip on the market’s undercurrent and decipher what it may be trying to tell us.

The Importance of Vestwell Raising $385M

February 23, 2026
Could Aaron Schumm be the first industry outsider to radically change 401(k) plans?