Investment Advisory Services | On the Margin

On the Margin is a monthly publication featuring economic and financial market insights.

July 2026 Recap | On The Margin
Report
August 03, 2026
July 2026 Recap | On The Margin
  • Advisory, Investment Advisory
August 03, 2026
July 2026 Recap | On The Margin

July’s market recap explores shifting leadership, AI spending concerns, inflation trends, and interest rate uncertainty.

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June 2026 Recap | On The Margin
Report
July 06, 2026
June 2026 Recap | On The Margin
  • Advisory, Investment Advisory
July 06, 2026
June 2026 Recap | On The Margin

Explore June’s market performance as equities rotated beyond tech, fixed income delivered gains, and investors weighed rates and risks.

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May 2026 Recap | On The Margin
Report
June 02, 2026
May 2026 Recap | On The Margin
  • Advisory, Investment Advisory
June 02, 2026
May 2026 Recap | On The Margin

Markets rose in May with equities outperforming on earnings and AI growth, as fixed income saw smaller gains amid inflation trends and yield concerns.

  • Advisory, Investment Advisory
April 2026 Recap | On The Margin
Report
May 04, 2026
April 2026 Recap | On The Margin
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May 04, 2026
April 2026 Recap | On The Margin

Global markets rebounded in April. U.S. large‑cap growth led gains as international and EM equities rose on a softer dollar and easing energy fears.

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March 2026 Recap | On The Margin
Report
April 02, 2026
March 2026 Recap | On The Margin
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April 02, 2026
March 2026 Recap | On The Margin

A broad selloff hit global markets amid Middle East tensions, leaving most major assets negative for the month and YTD. Learn what fueled March madness.

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February 2026 Recap | On The Margin
Report
March 04, 2026
February 2026 Recap | On The Margin
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March 04, 2026
February 2026 Recap | On The Margin

Investors weighed AI risks, a Supreme Court tariff reversal, and U.S.-Israel-Iran conflict as U.S. stocks were mixed and global assets rose.

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January 2026 Recap | On The Margin
Report
February 03, 2026
January 2026 Recap | On The Margin
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February 03, 2026
January 2026 Recap | On The Margin

Despite turmoi – Maduro capture, U.S.–Europe Greenland rift, Fed chair news – January ended mostly higher: international stocks led, then U.S. and bonds.Generated by GPT-5

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December 2025 Recap | On The Margin
Report
January 05, 2026
December 2025 Recap | On The Margin
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January 05, 2026
December 2025 Recap | On The Margin

Global markets fluctuated in December amid another interest rate cut from the Federal Reserve.

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November 2025 Recap | On The Margin
Report
December 01, 2025
November 2025 Recap | On The Margin
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December 01, 2025
November 2025 Recap | On The Margin

Global markets generally struggled through the first two weeks of November amid concerns about valuations in the technology sector.

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October 2025 Recap | On The Margin
Report
November 04, 2025
October 2025 Recap | On The Margin
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November 04, 2025
October 2025 Recap | On The Margin

Emerging market stocks were again among the best performers, followed by U.S. stocks, international developed market stocks, and fixed income.

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September 2025 Recap | On The Margin
Report
October 09, 2025
September 2025 Recap | On The Margin
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October 09, 2025
September 2025 Recap | On The Margin

Emerging market stocks led the way higher, followed by U.S. stocks, international developed market stocks, and fixed income.

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August 2025 Recap | On The Margin
Report
September 02, 2025
August 2025 Recap | On The Margin
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September 02, 2025
August 2025 Recap | On The Margin

While global markets generated broadly positive returns, the underlying drivers of such performance were different than those of past months.

  • Advisory, Investment Advisory
July 2025 Recap | On The Margin
Report
August 01, 2025
July 2025 Recap | On The Margin
  • Advisory, Investment Advisory
August 01, 2025
July 2025 Recap | On The Margin

The global financial market extended their hot streak which investors embraced. View our full Investment Advisory publication for July 2025.

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June 2025 Recap | On The Margin
Report
July 01, 2025
June 2025 Recap | On The Margin
  • Advisory, Investment Advisory
July 01, 2025
June 2025 Recap | On The Margin

The June ’25 edition of ‘On The Margin’, a publication of investment advisory insights, touches on global financial markets hectic journey.

  • Advisory, Investment Advisory
May 2025 Recap | On The Margin
Report
June 02, 2025
May 2025 Recap | On The Margin
  • Advisory, Investment Advisory
June 02, 2025
May 2025 Recap | On The Margin

The May ’25 edition of ‘On The Margin’, a publication of investment advisory insights, touches on global financial markets hectic journey.

  • Advisory, Investment Advisory

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The OBBBA One Year Later

One year after the enactment of the One Big Beautiful Bill Act (OBBBA), taxpayers continue to navigate significant tax changes and evolving regulatory guidance.

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