Student of the Market, Investing
Ryan Weiser
Student of the Market - January 2026

Stay ahead of the markets with timely insights by uncovering the latest on the global economy, geopolitics and retirement, among other timely investment ideas - Student of the Market - January 2026

Student of the Market - January 2026

Investing

A Simple 5-Step Portfolio Checkup Anyone Can Do

A Simple 5-Step Portfolio Checkup Anyone Can Do

Most people glance at their accounts, see that the balance is up or down, and move on. But that surface check can hide deeper issues like unnecessary overlap or risks that don’t match your current life situation. A simple portfolio review starts with asking the right questions and being crystal clear about what each investment is doing for you.

Here’s a five-step audit you can run on your own accounts:

Annual Market Review - 2025

As 2025 has come to a close, this annual market review breaks down the key economic forces, policy decisions, and global events that shaped market performance across major asset classes this past year. We highlight how equities, fixed income, and global markets responded throughout the year—and what those trends could mean for long-term investors heading into 2026.