Jan 12, 2026
Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface.
Lance Roberts reviews key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives...
Jan 12, 2026
Markets closed at new highs but are flashing short-term overbought signals. Unexpected weekend headlines around a potential investigation tied to the Fed introduced a volatility catalyst markets were not pricing in—especially at elevated levels.
While the issue itself is unlikely to become a long-term concern,...
Jan 9, 2026
The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers.
Richard Rosso & Jonathan McCarty break down some major tax changes tied to the “One Big Beautiful Bill” and recent retirement legislation that could materially impact your tax...
Jan 8, 2026
Every year, Wall Street rolls out confident forecasts for where the S&P 500 will end the year—and every year those projections are treated as actionable insight. For 2026, analyst expectations cluster around modestly positive returns, even as valuations sit near historical extremes and macro risks continue to...
Jan 8, 2026
Markets pulled back modestly Wednesday after reaching an intraday all-time high, as afternoon selling trimmed gains. While overall market trends remain constructive and prices are well above key moving averages, leadership is beginning to shift beneath the surface.
Healthcare—one of the most oversold sectors back...