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Newsletters

April 22, 2026 - McGlone Suttner Newsletter 

Focused on the Future: Navigating 2026 with Confidence

Entering 2026, almost every analyst forecasted that equity markets would experience a rise throughout the year. Will they be right?
                  
                                               

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April 16, 2026 - Investing Insights Newsletter  

Will Recent Inflation Spike Kill Hopes for a Fed Rate Cut?

At the start of the year, developed-market central banks like the Fed, the European Central
Bank, and the Bank of England were almost uniformly poised to gradually ease rates.
A lot can change in a quarter.
                          
                                               

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March 7, 2026 - Investing Insights Newsletter   

Markets Do Not Panic Over Every Conflict – Investors Shouldn’t Either         

The headlines coming out of the Middle East this week are unsettling. Investors are undoubtedly wondering how ongoing military strikes, retaliatory attacks, threats of wider escalation, and shocks to energy markets could impact the global economy. These are all valid concerns, and I empathize with the uncertainty many readers are likely experiencing.                                                                                 

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February 27, 2026 - Investing Insights Newsletter

Is “Ai Disruption Risk” Starting to Show Up in the Stock Market?

It did not seem like a major news story at first glance. The AI research lab, Anthropic, announced updates to its Claude platform, including expanded “agent” capabilities. The demonstration signaled to markets that AI tools could increasingly serve as a kind of centralized interface for knowledge work. It could automate coding, legal review, and even operational workflows at a high level of sophistication.                                                                                                                                                                                                                                    

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January 30, 2026 - Investing Insights Newsletter

Private Credit Funds Seeing Redemption Requests Above Quarterly Limits

Private credit funds have grown in popularity over the past few years. Marketed as a way to earn steady income, reduce volatility, and diversify beyond traditional stocks and bonds, these strategies found a receptive audience during a period of rising interest rates and strong demand for yield.                                                                                                                                                                                                                                        

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January 9, 2026 - Investing Insights Newsletter

Three Questions to Consider for GDP Growth in 2026

At the headline level, the number was by all accounts impressive. Real GDP grew at a 4.3% annualized pace in Q3 20251, up from 3.8% in the second quarter and well above expectations that growth would decelerate to 3%. On its face, the economy clearly regained some momentum.                                                                                                                                                                                                                                          

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January 1, 2026 - McGlone Suttner Newsletter

Helping to Make Your 2026 a Success

Happy New Year and welcome to 2026! We hope you and your loved ones enjoyed a wonderful holiday season. Thank you for allowing us the opportunity to help you pursue your financial goals. We look forward to our continued relationship with you and seeing what the year ahead will bring.                                                                                                                                                                                                                                              

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December 5, 2025 - Investing Insights Newsletter

How AI Spending is Lifting U.S. Economic Growth, and What That Means for Investors

There is little question about the impact the artificial intelligence boom is having on S&P 500 earnings and total return.                                                                                                                                                                                                                                                  

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October 31, 2025 - Investing Insights Newsletter

Don’t Buy the “Dollar Debasement” Story                                                                                                                                               

Headlines have been buzzing over the last several weeks as gold and other “hard” assets have sprinted higher. The rally has been accompanied by a familiar storyline: investors are supposedly fleeing dollar assets, termed the “debasement trade,” because of the U.S.’s unsustainable fiscal trajectory, deficit spending, upended global trade, etc.                                                                                                                          

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October 10, 2025 - Investing Insights Newsletter

How Will the Government Shutdown Impact Markets?

As readers are well aware, the U.S. government officially shut down after lawmakers failed to reach a funding deal. To date, paychecks for hundreds of thousands of federal employees have been paused, and some national parks and agencies have been shuttered, including the Bureau of Labor Statistics, which supplies jobs and inflation data.                                                                                                                                 

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September 25, 2025 - Investing Insights Newsletter 

4 Risks Investors Should Watch for in Q4   

Barring a sharp correction in the next few trading sessions, U.S. stocks are likely heading into the fourth quarter near all-time highs. I’ve made the case previously that steady, although fairly modest, economic growth paired with resilient earnings has supported prices to date. With the Federal Reserve poised to ease monetary policy as the economy expands, there is not a great case for being outright bearish.                                                                                                        

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August 29, 2025 - Investing Insights Newsletter

Why a September Rate Cut Likely Won’t Impact Markets Much                                                                                                                      The financial media and many in the investor community are eyeing the Fed’s September meeting with bated breath. I’m already looking past it.

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July 18, 2025 - Investing Insights Newsletter

How the One Big Beautiful Bill Act (OBBBA) Affects Investors
The One Big Beautiful Bill Act (OBBBA) has been signed into law, which makes now a good time to
review how the law financially affects individuals, families, and businesses.

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July 3, 2025 - Investing Insights Newsletter

Why Stocks Rallied in Q2 Despite Fear and Economic Uncertainty                                                                                                                              In the three months ending June 30th, U.S. and global stocks did what they’ve done many times before: they climbed a wall of worry. 

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May 30, 2025 - Investing Insights Newsletter

Bond Markets Signal Trouble Ahead. Should Investors be Worried?
Auctions for 20-year U.S. Treasuries are generally a routine, straightforward event that few investors pay much
attention to. That was not the case last week.

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May 9, 2025 - Investing Insights Newsletter 

Earnings Estimates are Falling – and That’s Good
The first four months of the year were dominated by trade and economic policy uncertainty.
But let’s not forget what ultimately matters most for stocks: corporate earnings.

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April 25, 2025 - Investing Insights Newsletter

Not All Selloffs Are the Same – Do You Know Which One We’re In?
Market declines come in all shapes and sizes, but they tend to follow similar patterns over time.
Corrections are short, sharp declines between -10% and -20%, while bear markets are declines greater
than 20% that fall into one of three categories:

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March 21, 2025 - Investing Insights Newsletter

Recession Fears Have Re-Ignited
A little over a year ago, I wrote a Mitch on the Markets column about the growing likelihood of an ‘economic
soft landing.’ I compared Fed policy and the economy in 2024 to what we saw in 1996, during the Greenspan
Fed. Here’s what I concluded: 

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March 7, 2025 - Investing Insights Newsletter

The Growing Split – and Potential Headwinds – Facing U.S. Consumers
Consumer spending is the main engine of economic growth in the U.S. It accounts for nearly 70% of the
country’s economic activity— far surpassing the contributions of sectors like manufacturing or housing.

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January 24, 2025 - Investing Insights Newsletter

Investors are Becoming More Bullish—and That is a Warning Sign
The current bull market started in October 2022, following stocks’ negative response to the rapid inflation increase and rising interest rates on both the short and long end of the curve. Just over two years have passed since the market started rallying, and in that time, I can confidently say the “wall of worry” has been alive and well.

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December 18, 2024 - Investing Insights Newsletter

Will 2025 be a Comeback Year for Dividend Stocks? As the S&P 500 Index rallies to new heights, one category has notably not been keeping pace: dividend paying stocks. Year-to-date, the S&P 500 index is up approximately +27% (as I write), while the S&P 500 Dividend Aristocrats Index—which is made up of 66 companies that have continuously raised their dividends over two decades—is up about 8%.

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November 22, 2024 - Investing Insights Newsletter

After a Big Year, are Stocks Headed for a Big Drop?  As I write, the S&P 500 is up more than +20% for the year, and global stocks as measured by the MSCI World Index are up over 15%. Double-digit gains are prevalent elsewhere as well, across small-cap stocks, the Nasdaq, value stocks, growth stocks, and more. It’s been a strong run for equity market investors. 

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