Inflation Doesn’t Cooperate

Published on September 13, 2026

There is so much going on, it is hard to know where to begin. CPI just came out, the Republican administration put on offer some very nonconservative spending proposals, Treasury Secretary Scott Bessent makes some rather (how to say this?) problematic statements. The FOMC meets next week. The data is all over the place.

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Does Your Financial Plan Depend Too Much on One Stock?

September 13, 2026
One or a few high-performing stocks can provide a big boost to portfolio values. But they’re hard to come by and often struggle to maintain their momentum over time. Because these stocks increase portfolio concentration, investors must balance the risk of overexposure against the tax cost of diversifying. A thoughtful, tax-aware plan may help bring portfolios back in line.

The T&E Inner Circle |The Intrigue and Potential of AI

September 28, 2026
September 28, 2026 | 2:00 PM EST