Market Commentary | July 6th, 2026

Last week’s economic releases reinforced a familiar theme: growth continues, but momentum is becoming increasingly mixed beneath the surface. Labor market indicators remained relatively resilient, manufacturing activity stayed in expansion, and consumer sentiment showed signs of stabilization despite lingering caution.

401(k) Self-directed Brokerage Accounts [Comprehensive Guide]

401(k) Self-directed Brokerage Accounts [Comprehensive Guide]

A brokerage window allows participants to invest 401(k) assets in options beyond the plan’s designated investment menu, although the exact investments available depend on the plan and provider. This guide explains what self-directed brokerage accounts are, how they work, their potential benefits and risks, and how to decide whether one belongs in your retirement strategy.

Market Commentary | June 22nd, 2026

The week of June 15, 2026, was anchored by a highly anticipated Federal Open Market Committee (FOMC) meeting, the first under newly appointed Fed Chair Kevin Warsh, which prompted a shift in monetary policy expectations.