
BLOG POSTS
A Steady Framework to Navigate a Turbulent Market
In this update, Jason Ranallo explores how a steady, fact-aware framework can help investors navigate today’s turbulent market. From shifting trade policies to ongoing market turbulence, we talk through headlines and apply a disciplined, long-term perspective designed to keep you focused on what matters most: your financial goals.
Facts, Framework & Approach
In this episode, Jason unpacks the latest market data, the frameworks that will help you interpret it, and how we put it all into action. (podcast)
Consumer Sentiment and the Stock Market
Consumer sentiment dropped again in March, hitting its lowest level since 2022. When people feel the worst about the economy, markets have often performed well in the 12 months that follow. (podcast)
Market Update: Increased Stock Volatility and the Economy
Market pullbacks can feel unsettling. In this episode, Jason Ranallo discusses the latest market movements, puts them in historical context, and talks through why staying diversified and disciplined is key to long-term success.
Tariffs, Economic Activity & The Super Bowl
In this podcast, we talk about the fluid nature of tariffs and their potential implications for U.S. economic growth. Our take, these are shifts in consumer spending without creating new money. Also, the Super Bowl.
A Rationale for Investing. Looking Beyond the Coin Flip.
On any given day, the odds of the S&P 500 ending in the green are around 53 percent. Nearly the same odds as the flip of a coin. On the surface, participating in a daily venture where half the time you lose may seem counterintuitive. And yet.
Why Markets Move: The Power of Shifting Expectations
It’s not just about today’s data—it’s about what investors expect tomorrow. Nvidia’s stock swings, the Federal Reserve’s rate decisions, and even TikTok-fueled tourism all have one thing in common: expectations shape economic reality. (podcast)