Financial Poise

Weekly Commentary

Explore our growing collection of recent newsletters.

Flying Blind in Uncertain Skies

In 2025, the extended government shutdown and missing jobs data made economic forecasting harder than ever.

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A Unicorn, or a Horse in a Party Hat?

Unicorn startups that turn into the next Google are about as rare as actual unicorns. Yet in today’s AI gold rush era, plenty of startups are now talking up their AI game in a race to stand out.

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The 401(k) floodgates have opened. Please don’t drown.

In August 2025, President Trump issued an executive order encouraging employer retirement funds to invest in alternative assets. Here’s why you should treat the news with a healthy amount of skepticism.

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