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Insights From Us
Articles and updates on Taxes, Business Accounting, Markets, Personal Finance, Economic Recaps & more.
Waypoint No. 1: The Seven-Year Tax Window That Closes at 73
Waypoint No. 1 · May 2026 A Shetland Financial Publication Welcome to the first issue of Waypoint. As we mentioned in recent weeks, we are stepping back from weekly market commentary and toward something more useful: twice-monthly notes on the tax and planning decisions that actually move the needle. Our first issues covers Roth conversions….
Bear & Bull Bulletin – Week of May 1
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately 5.62% S&P 500 3 month return were approximately 4.19% S&P 500 return over the past 5 days were approximately 0.91% This Week in the Markets – 3 Things to Know Following The Trend– The Federal Reserve is holding rates in the 3.50%–3.75% range, but internal…
Bear & Bull Bulletin- Week of April 17th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately 4.10% S&P 500 3 month return were approximately 2.68% S&P 500 return over the past 5 days were approximately 4.54% This Week in the Markets – 3 Things to Know Blockade + Ceasefire – The ceasefire between US and Iran took another turn this week…
Bear & Bull Bulletin- Week of April 10th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -0.42% S&P 500 3 month return were approximately -2.14% S&P 500 return over the past 5 days were approximately 3.46% This Week in the Markets – 3 Things to Know Deal or No Deal?– The market has been reacting hard to headlines around a possible…
Bear & Bull Bulletin- Week of April 3rd
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -3.84% S&P 500 3 month return were approximately -3.84% S&P 500 return over the past 4 days were approximately 3.39% This Week in the Markets – 3 Things to Know Markets Think the War Ends Soon- We all got a jolt of happiness as the…
Bear & Bull Bulletin- Week of March 27th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -6.96% S&P 500 3 month return were approximately -8.10% S&P 500 return over the past 5 days were approximately -2.12% This Week in the Markets – 3 Things to Know The Oil Shock– The biggest driver in the market right now is the surge in…
Bear & Bull Bulletin- Week of March 20th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -4.95% S&P 500 3 month return were approximately -5.4% S&P 500 return over the past 5 days were approximately -1.5% This Week in the Markets – 3 Things to Know The Big Three Controlling the Market: Oil, Inflation & Interest Rates– Right now, the market…
Bear & Bull Bulletin- Week of March 13th
📊 Weekly Market Recap S&P 500 return Year-to-date were approximately -3.13% S&P 500 3 month return were approximately -2.7% S&P 500 return over the past 5 days were approximately -1.61% This Week in the Markets – 3 Things to Know Inflation Data and Fed Rate Uncertainty– New inflation data released this week showed that price…
Bear & Bull Bulletin- Week of March 6th
📊 Weekly Market Recap &P 500 return Year-to-date were approximately -1.55% S&P 500 3 month return were approximately -1.91% S&P 500 return over the past 5 days were approximately -2.03% This Week in the Markets – 3 Things to Know War Pressures Oil Prices and Gas– In case you missed it, we’re now at war…