Thoughtful reading for a noisy world.
Observations on markets, planning, and the questions I hear most. Written to be understood, not to impress.
Why patient investors win in volatile markets
Bad financial news is never in short supply. It’s natural to worry about your portfolio, but history suggests the most costly thing you can do is abandon a sound long-term plan.
The Kiaros newsletter
Once a month I put together a short newsletter for clients and friends of the firm, covering markets, the economy, and planning topics worth knowing about.
October 2026
Market figures as of the end of the prior month, plus the stories behind them.
- Macro overview: AI, oil flows through the Strait of Hormuz, and falling consumer sentiment
- Equities endure volatility as AI stocks lead the S&P 500
- The Fed leans toward more rate hikes
- Wages are not keeping up with inflation
- Gasoline prices aren’t as bad as they appear
- Home price cuts on the rise
- U.S. refineries running at nearly full capacity
Past issues
Your Money, Your Future
A short guide to the importance of having a clear, written financial plan and roadmap: what one is, why it matters, and how to tell whether yours is doing its job.
It’s free, and there’s nothing to sign up for.
Have a question an article can’t answer?
I’m always glad to talk it through in person or by phone.