Market Commentary & Perspective
Plain-language market updates and wealth planning notes from Jay Madden, published monthly. No jargon, no sales pitch — just what's happening and what it means for you.
Cracks and Opportunities
September was the market's worst month since June. October is historically its most volatile. The Fed meets October 27–28, private credit stress is building, and there are real opportunities in short-duration fixed income. Here's how we see it.
September Special ReportNothing New Under the Sun
AI safety fears, oil at $102, the Fed's rate hike, and the year-end planning conversations worth starting now — plus wealth transfer, estate documents, and what we help with every day.
September 2026Where We Are
A possible September rate hike, off-balance-sheet AI financing, the K-shaped economy, and the year-end planning conversations worth starting now.
August 2026Where Things Stand
Markets round-tripped from a sharp late-July selloff to a record Dow close within weeks — a reminder that a plan built to withstand volatility matters more than reacting to any single week.
July 2026A Moment Worth Marking
Reflections on America's semiquincentennial, a quieter summer market, and why the conversations people keep putting off are worth having now.
June 2026Every Kind of Market Day
A selloff, a geopolitical scare, a record IPO, and a sharp recovery — all inside two weeks. What the whipsaw illustrates about staying invested.
May 2026The Obvious Trade
Oil above $100, equities at new highs, a Fed in transition — and what an energy shock means for Texas mineral rights owners and business owners alike.
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