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Investment Commentary


When Energy Markets Shake Everything Else: Why Oil Prices Can Drive Market Volatility
Energy markets influence nearly every part of the global economy. When oil prices move sharply during geopolitical crises, market volatility often follows.

Jeff Schlotterbeck, CFP®


Middle East Conflict and Market Volatility: Keeping Perspective During Uncertain Times
Rising geopolitical tensions in the Middle East triggered market volatility across stocks, oil, and gold. Understanding how markets react to global conflict can help investors maintain long-term perspective.

Jeff Schlotterbeck, CFP®


Dow 50,000: What Record Highs Really Mean for Long-Term Investors
The Dow crossing 50,000 is a historic milestone — but record highs often feel uncomfortable for investors. Here’s what Dow 50,000 really means for long-term planning and how to think about investing when markets feel “high.”

Jeff Schlotterbeck, CFP®


January Market Update: A Strong Start and What It May Signal for 2026
January delivered a constructive start for markets in 2026, with gains across most asset classes and a notable shift in leadership toward smaller companies and global equities. This update reviews January performance and what early trends may signal for the year ahead.

Jeff Schlotterbeck, CFP®


Staying the Course During Market Volatility
Market volatility can feel unsettling when headlines are loud. This post explains why turbulence is normal, why reactions matter more than markets, and how staying disciplined supports long-term success.

Jeff Schlotterbeck, CFP®


2025 Market Review and What It May Mean for Investors in 2026
A review of 2025 market performance and key lessons investors can carry into 2026.

Jeff Schlotterbeck, CFP®


Tariffs and the Stock Market: Trade Shifts and a Surprising August Rally
A recent shift in U.S. trade policy introduced new tariffs—but markets reacted with surprising optimism. Here's why the news is “less bad” than expected and what it means for your investments.

Jeff Schlotterbeck, CFP®
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