Markets and Economic Outlook Remain Constructive Amid Oil-Driven Narrative

Published on March 30, 2026

Recent weeks have been a whirlwind of headlines centered on the Middle East conflict and rising oil and gas prices, particularly as the conflict enters its fourth full week.

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Tax Refunds Supporting U.S. Households

March 30, 2026
Rationally, no one should feel happy about an income tax refund. The refund is a correction of a tax overpayment; the recipient effectively gave the government an interest-free loan over the course of the prior year.

Tax Efficient Investing: Turning an Investor’s Tax Return Into a Plan

March 30, 2026
While the tax conversation may seem to end on April 15, we think tax season could be the time to start a better approach to tax planning—a natural moment to reflect on how investments are managed, looking for ways to help reduce tax drag and increase the potential for after-tax performance going forward.