For informational purposes only: Not investment advice
Weekly Market Update: May 11, 2026
Markets moved sharply higher last week, led by continued strength in large-cap technology and growth-oriented sectors.
• S&P 500: +2.75%
• NASDAQ: +4.45%
• Dow: +1.36%
Key themes:
• The S&P 500 and NASDAQ reached fresh record highs
• Technical conditions suggested increased short-term caution after the rally
Takeaway:
The broader trend remains constructive, but elevated momentum and upcoming inflation data may lead to continued volatility.
The Hidden Leverage in Your Compensation
Most high-income professionals aren’t missing opportunities because they lack access to investments.
They’re missing them because their compensation isn’t coordinated.
401(k). ESPP. Equity comp.
Each decision makes sense on its own- but rarely gets aligned.
That’s where the real leverage is.
I put together a short piece breaking down how to think about these pieces together, not in isolation.
Weekly Market Update: May 4, 2026
Markets moved modestly higher last week as mega-cap earnings and positive macro data supported investor sentiment.
• S&P 500: +0.78%
• NASDAQ: +0.91%
• Dow: +0.67%
Key themes:
• Apple, Microsoft, and Amazon earnings helped support index-level gains
• Economic data reinforced a stable but moderate growth backdrop
Takeaway:
Markets remain near highs, with investors watching earnings, inflation, and broader economic momentum.
Estate Planning: Small Decisions That Shape a Lasting Legacy
Most people assume estate planning is about documents and legal strategy.
What I’ve found is—it’s usually about the small things people overlook.
Things like:
Outdated beneficiaries
Accounts not aligned with intentions
Assets unintentionally going through probate
Individually, they seem minor.
But together, they can create a lot of unnecessary complexity for the people you care about most.
Wrote a quick breakdown on how to simplify it.
Weekly Market Update: April 27, 2026
Markets finished modestly higher last week as investors digested a critical wave of mega-cap earnings.
• S&P 500: +0.79%
• NASDAQ: +1.77%
• Dow: -0.43%
Key themes:
• Mega-cap earnings drove market direction
• Investor reactions became more selective beneath the surface
Takeaway:
Markets remain constructive, but narrow leadership and earnings-driven volatility continue to shape short-term market behavior.