The W.I.P.

Oil prices are moving higher. What was the market’s immediate reaction? A federal law aimed at cheaper housing is close. When could it become law? Finally, there are more opportunities to invest that ever before. How should you decide where your portfolio should be invested?

The US economy added fewer jobs than expected last month. What is the Fed’s likely reaction? A new technology is on its way. Why does it have the ability to be revolutionary? Finally, American celebrates its 250th this weekend. How does a look back through history help investors with what may come next?

Oil prices are lower. How long before you see relief at the pump? Apple is raising prices. Why is the tech giant charging more for their hardware? Finally, inflation continues to remain above the Fed’s target. What can you do to protect your portfolio?

The 2026 Social Security Trustees Report was released. What action is needed to keep benefits from being cut? Many Americans are unprepared for retirement. How do you buck that trend? Finally, Kevin Warsh’s Fed had their first meeting this week. Why will his post meeting comments make for murky markets?

Warren Buffett's favorite stock market indicator is at an all time high. What does this mean for the market? SpaceX is going public today. Who is buying big time? Finally, May’s CPI report showed an uptick in inflation. How high is inflation right now?

The two companies with the world’s most used AI models are going public. Why is now the time for them to raise money? The May Jobs report has been released. What trend was established? Finally, we are halfway through a volatile year. How will the second half of 2026 look for financial markets?

The Fed’s preferred gauge showed inflation was higher last month. Why is refocus toward inflation complicated? The heads of America’s biggest banks see a remarkably strong US economy and consumer. Where do they see risks? Finally, Trusts are a great way to accomplish estate planning goals. What are some basics worth knowing?

Kevin Warsh is now the new chairman of the Federal Reserve. Why is the new chair in a tough spot? Crypto got a bump this week. What digital assets are back in the news? Finally, April’s jobs report was better than expected. Where are the economic green shoots?

This week we drop another Q&A episode with my colleague, Mario Bernardi. In our conversation, Mario and I answer questions regarding What to Buy Right Now, The SpaceX IPO, and Managing Awards & Options.

The biggest companies in AI are increasing their investment. How did investors react? Economic growth picked up last quarter. Why is the devil in the details? Finally, The Fed’s favorite inflation gauge ticked higher last month. What impact is inflation having on The Fed?

Apple announced a change in leadership. Who is taking over as CEO? Software and Chipmaker stocks are back in the news. What driving the volatility? Finally, the race to replace Jerome Powell as Fed Chair is ON. Why is the confirmation process far from certain?

The US stock market’s return to record-breaking territory has some investors scratching their heads. How does this recovery compare to past rallies? Meme stocks are back in the news. Where is the craze happening now? Finally, first quarter earnings are being released. Why are banks the big winners so far?

The ups and downs in financial markets continued this week. How focused are investors on geopolitical headlines? Rotation is happening in the stock market. Why is another reversal on the cards? Finally, at long last the Federal Reserve’s preferred inflation gauge was released. Where were prices headed prior to the war in Iran?

Historically, springtime is the prime-time for the housing market. Where is the early trend for selling season pointing to? March’s jobs report is set to be released. How will the war in Iran impact the labor market? Finally, recent volatility for stocks highlights the impact of market risk in retirement. What can investors do to protect themselves?

This week, The W.I.P drops a quarterly market outlook with our guest Mike Ochoa. In our conversation, Mike and I discuss the implications of higher oil prices, the psychology of money, and what investors can control themselves to better manage their outcomes amid the uncertainty.

Historically, certain investments have proved good hedges against rising oil prices. What will determine their effectiveness? The federal agency currently overseeing prediction markets is looking for guidance on the industry. Who is being asked to comment? Finally, International markets have continued 2026 where they left off last year. What could derail the outperformance of international vs. dom...

In the aftermath of the US-Israeli attacks on Iran, oil futures have surged. What does this mean for your money? China announced flexible economic targets for the future. Why is the world’s second biggest economy giving itself wiggle room? Finally, Paramount and Warner Bros. reportedly signed a merger agreement. What are the implications for the deal?

Mortgage rates dipped below 6% for the first time in three years. How important is this for the housing market? Oil prices have been volatile. What will determine where prices are headed next? Finally, AI bellwether Nvidia announced earnings. How did investors react to the news?

Trade deficits are back in the headlines. How have tariffs changed the way America consumes? Berkshire Hathaway reported its most recent investment moves. What dead industry did the company just invest in? Finally, Federal Reserve policymakers were in near-unanimous agreement to hold rates at their last meeting. Why were their meeting minutes more meaningful?

The dollar continues to lose value. What does this mean for your money? The Kraft-Heinz corporate split is on hold. Why is the food giant sticking together? Finally, the latest US jobs report was released this week. Why are the latest numbers high on hope?

Big Tech hit a blip this week. What has investors souring on technology stocks? Public and Private data shed light on the employment situation. How healthy is the Labor market? Finally, Kevin Warsh will likely become the next Fed Chair. What does this mean for your money?

Big tech earnings so far this week have sent a clear warning to companies. What has grabbed investor attention? Tesla appears to shifting its focus. Where is the EV giant pivoting to? Finally, ESG investing is at a critical moment. Why are socially responsible investments worth revisiting?

This week we drop another Q&A episode with my colleague, Mario Bernardi. In this episode, Mario and I discuss high yield savings, big purchase investing, and Roth vs. Pre-Tax 401(k).

The Justice Department has launched an investigation against the Federal Reserve and its chairman, Jerome Powell. Why is this bad for the economy now and in future? America’s biggest banks released earnings this week. Who is leading amongst lenders? Finally, financial markets have had a muted response to recent geopolitical events. Why are stocks not concerned by the current headlines?

Heightened geopolitical tensions have increased investor expectations for a larger military budget. How much more spending is to be expected? A ban on institutional investors from buying single-family homes was proposed. Why might you be surprised the ban’s impact? Finally, December’s employment numbers are in. Where did the job market finish up last year?