Quarterly News & Updates

April 2026| Issue 54

Tim's Quarterly Review and Outlook

The year began very well, but the war with Iran caused a sell-off that led to a market decline. However, even with the strong start, several other areas of concern emerged, and the war exacerbated the concerns.

Find out more about what we're thinking about in Tim's latest Quarterly Review and Outlook.

Review and Outlook

Déjà vu: Market Volatility

Market volatility has become the financial version of déjà vu—from COVID swings to tariff turmoil and now Iran tensions, the urge to “time the market” never goes away.

This week’s blog revisits timeless wisdom from 2020 on why trying to pick tops and bottoms at which to buy and sell usually ends in regret, not returns.

About Timing the Market

Focus Topic: Tax Refunds

If you're one of the lucky ones getting a tax refund, you might be wondering how to make the most of it. We've put together a simple framework - available below - based on our Five Golden Rules to Building Wealth to help you think through it.

Everyone's situation is different - don't hesitate to reach out if you have questions about your personal finances!

Tax Refund Framework

Things Catching Our Attention...

What We are Listening to: Tax season is here! This seven-minute podcast is a quick refresher on tax basics and includes some updates for 2026.

What We're Thinking About: As a former educator, this article in the WSJ caught my attention - financial literacy is finally moving from theory to practice, giving students real-world money skills before the stakes are real.

What We Are Reading: Not directly related to finances, but worth your attention: Anthropic's CEO made waves on his blog predicting AI could eliminate half of all entry-level white-collar jobs within five years — then his own economists pushed back with data showing much less real-world impact so far. A debate worth watching as the story develops.

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Disclaimer: The information provided in this newsletter is for general informational purposes only and should not be considered personalized investment, legal, or tax advice. Any views expressed are subject to change, and readers should consult with a qualified professional before making financial decisions.