After such a tremendous climb, investors are asking the inevitable question: can this really continue? Is A.I. forming the next great market bubble? Join us as we put the bull and bear case on trial.

Productivity gains, policy support, and selective cyclical opportunities suggest the market rally can still push higher, even as the labor market adjusts. After all, never count the U.S. worker out.

Dedicated to transparency and long-term strategies, Chris Martinson strengthens Highland Peak Wealth’s client-first approach.

Justin Esposito brings 18 years of experience and a commitment to transparent, personalized guidance.

The first half of 2025 brought its share of surprises and sharp volatility, but it also delivered strong results for diversified investors. That said, the work ain’t done. This month’s edition will review where we have been, and layout thoughts ahead.

Advancing a high-caliber team dedicated to serving the evolving needs of high-net-worth clients.

May was a welcome reprieve for investors. With trade tensions showing signs of easing, the investment landscape experienced some Ted Lasso-like optimism. Will it continue? We remain balanced as we find out.

In our view, the response has been more emotional than economic. We’re still in the early days of understanding their full impact, but we’re confident that a steady, thoughtful approach gives us the best chance to navigate what’s ahead.

We still believe the long-term story is intact. After such an outstanding ’23 and ’24 for markets, markets expected some degree of increased volatility. This is a shorter update, but should provide light on so much uncertainty.

The buzz around tariffs and the new administration has dominated headlines, overshadowing what has been a strong start for the markets. Enjoy this month’s Trail Guide as we dive deeper into 2025.

As we step into 2025, our approach remains balanced yet opportunistic, reflecting both the market’s elevated valuations and undeniable momentum. Cheers to a fantastic year ahead.

While markets have delivered extraordinary gains, history reminds us that emotions can turn quickly. The year 2022 is our most recent reminder of excessive optimism turning into anxiety very quickly.

Elections stir emotions—they always have, and they always will. But we urge you not to let short-term noise derail long-term plans

The market chaos in early August reminded me of past market selloffs. Even seasoned investors can get swept up in the anxiety of it all.

In true Phelpsian style, the stock markets have started 2024 with a powerful surge, albeit without much excitement or nail-biting moments.

With a commitment to providing top-tier investment management to the high-net-worth investor, Highland Peak Wealth continues to strengthen its industry-leading talent.

Well, during a recent walk during April's market sell-off, I couldn't help but reflect on an old Wall Street analogy—the dog and the dog walker. We hope that you enjoy.

The S&P 500 led a robust start to 2024 with a 10.6% rise in Q1, part of a six-month growth streak, while bonds remain stuck amid slight interest rate hikes.

Despite this author's expectation of a market pause, markets continued to rally in February, bringing its year-to-date return to an impressive 7.11%.

An old adage resonates well with today’s market. It's challenging to reconcile the market's expectation of a rate cuts with an economy scaling new heights.