Novem Group

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America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of ...
07/21/2026

America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of stocks and retirement accounts in household wealth, why diversification matters, and a few eye-opening numbers from the World Cup. Read more in the from :

Cooling inflation, rising oil prices, and new AI competition are reshaping investor expectations and reinforcing the value of diversification.

America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of ...
07/14/2026

America’s wealth looks very different than it did a generation ago. This week’s commentary explores the growing role of stocks and retirement accounts in household wealth, why diversification matters, and a few eye-opening numbers from the World Cup. Read more in the from :

Explore how American household wealth has shifted toward stocks, retirement accounts and diversified investments—and why managing risk matters more than ever.

The market took plenty of swings in the first half of 2026—and kept getting back on its feet. This week, we look at the ...
07/07/2026

The market took plenty of swings in the first half of 2026—and kept getting back on its feet. This week, we look at the forces shaping the second half, including AI uncertainty, changing investor sentiment, and a growing rotation into other market sectors. Read more in the from -

Markets showed resilience through the first half of 2026 despite persistent headwinds. See what investors are watching now, from AI uncertainty to a shift into other market sectors.

Inflation remains sticky, and AI is adding both opportunity and cost pressure. This week’s commentary looks at what thes...
07/01/2026

Inflation remains sticky, and AI is adding both opportunity and cost pressure. This week’s commentary looks at what these forces may mean for markets, consumers, and productivity. Read more in the from :

This week’s commentary explores why inflation may remain difficult to lower, with pressure from energy costs, tariffs, AI-related chip demand, and uncertainty around productivity gains.

Could easing tensions overseas help lower prices at home? This week’s commentary looks at the hoped-for “peace dividend,...
06/24/2026

Could easing tensions overseas help lower prices at home? This week’s commentary looks at the hoped-for “peace dividend,” the role of oil and shipping costs, and why inflation remains front and center for the Federal Reserve. Read more in the from :

Markets welcomed signs of easing U.S.-Iran tensions, but oil prices, shipping costs, and inflation remain key questions as the Fed keeps its focus on price stability.

Strong employment numbers are good news for workers, but they may also keep the Federal Reserve focused on inflation—and...
06/09/2026

Strong employment numbers are good news for workers, but they may also keep the Federal Reserve focused on inflation—and interest rates higher for longer. This week’s commentary looks at how jobs, inflation, market volatility, and Social Security’s long-term outlook are shaping the financial conversation. Read more in the from :

Strong job gains, persistent inflation, and interest-rate uncertainty shaped markets this week, while policymakers continue exploring possible Social Security solutions.

Markets had a strong May, but record highs don’t tell the whole story. This week’s commentary looks at market breadth, r...
06/04/2026

Markets had a strong May, but record highs don’t tell the whole story. This week’s commentary looks at market breadth, retirement withdrawal rates, and why income planning is about more than a single percentage. Read more in the from

Markets reached record highs in May, but narrow market breadth highlights the need for thoughtful retirement income planning and flexible withdrawal strategies.

Rising prices are still shaping America’s money mood. This week’s commentary looks at how higher energy costs, gas price...
05/27/2026

Rising prices are still shaping America’s money mood. This week’s commentary looks at how higher energy costs, gas prices, and everyday expenses are affecting consumer sentiment — while markets continue to show signs of resilience. Read more in the from

THE MARKETS Feeling the pinch of rising prices. The cost of living is increasing in many places around the world. “The war has sent oil prices soaring and led to shortages of products like jet fuel. Coal prices have also risen as some power companies switch to coal from natural gas to generate ele...

The bond market took center stage last week as Treasury yields moved sharply higher, reflecting investor concerns about ...
05/18/2026

The bond market took center stage last week as Treasury yields moved sharply higher, reflecting investor concerns about inflation, global uncertainty, and the possibility of future rate hikes. This week’s commentary looks at why bond yields matter, how they can affect stocks and borrowing costs, and why diversification remains important during periods of market adjustment. Read more in the from :

Treasury yields moved higher as bond investors weighed inflation, geopolitical uncertainty, and potential rate hikes, creating headwinds for stocks and borrowing costs.

Markets moved higher last week, supported by enthusiasm around artificial intelligence, strong corporate earnings, and s...
05/13/2026

Markets moved higher last week, supported by enthusiasm around artificial intelligence, strong corporate earnings, and signs of resilience in the U.S. economy. But this week’s commentary looks beyond the headline rally to examine what may be changing beneath the surface, including whether market participation is beginning to broaden. We also explore why adaptability remains one of the most valuable traits in uncertain times. Read on in the from

This week’s commentary looks beneath the surface of the market rally, exploring AI momentum, strong earnings, broadening participation, and the value of adaptability.

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