In 2026, we expect investment in artificial intelligence (AI) in the U.S. to nearly double. This will bring AI infrastructure spending to roughly $760 billion, with spending expected to exceed $1.0 trillion next year, eclipsing the total budget for the Defense Department.

Private credit has become one of the fastest growing segments of global capital markets. Once viewed as a niche alternative investment strategy, it has evolved into a significant source of financing for small and middle market companies.

After spending the last 36 years in Pioneer Tower, this week, we moved into our new Portland office location just two blocks away in Fox Tower. This comes with significantly different views, and while the view out our window has changed, the economic landscape and investing environment we work in took scant notice of our change of address.

Casia Chappell, CFP®, CPWA®, was on KOIN AM Extra to talk about 529 Day.

Bond markets have sold off sharply in recent weeks as investors react to rising oil prices, renewed inflation concerns and growing global fiscal pressures. The U.S. 30-year Treasury yield recently moved above 5.1%, reaching levels not seen in more than two decades and reigniting concerns about the impact of higher rates on both stocks and bonds.

For many families, 529 plans have had a simple role: saving for college in a tax-advantaged account. The One Big Beautiful Bill Act (OBBBA), signed on July 4, 2025, expands that role at the federal level by broadening how 529 assets may be used for K-12 education and certain post-secondary credentialing programs.

Jason Norris, CFA, was interviewed on Boise Public Radio about the U.S. economy and recent market activity.

Over the last seven weeks, the historic upward trajectory of semiconductor stock prices has given some investors flashbacks to the “bubble peak” of 2000. While these comparisons make dramatic news headlines, they largely neglect the backdrop that fueled the events of nearly 30 years ago.

The numbers coming out of the first quarter earnings season were, by any historical standard, staggering. Amazon, Alphabet, Microsoft and Meta, the four largest cloud and technology platforms, accounted for $650 to $700 billion in capital expenditures (capex) for 2026. That is nearly double what the same group spent in 2025, and larger than the GDP of most countries. The AI infrastructure buildout is no longer a promise; it is a fact inscribed in balance sheets.

In this quarter’s Wealth Management Insights video, "Impediments and Benefits of a Current Estate Plan," Mary Lago, CFP®, CTFA, explains that although people often delay estate planning due to common psychological and practical barriers, creating a thoughtful, up-to-date plan provides significant benefits.