Siesta Wealth

The last two months have been hectic for us, but we’re finally “official” (the signs are up) and we’re getting settled in at our new office. Give us a call and schedule some time to come visit!

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Hormuz Is Most Important for Asia. Less So for U.S. Dr. Jeffrey Roach, LPL’s Chief Economist, gives insight into the oil market, highlights where construction spending is going, and why recession risks are lower than expected.

Do Midterm Elections Matter for Markets? A Historical Perspective LPL Research analyzes how midterm elections affect markets — midterms can rattle sentiment, but history favors patience. Focus on your plan, not politics.

Markets Tested as Iran Conflict Continues This week's Weekly Market Commentary discusses how the Iran conflict is affecting markets, highlighting energy risks, market resilience, and what investors should watch in the weeks ahead.

Assessing the Impact of Developments in Iran: Watch Energy LPL Research discusses the primary market impacts of fluid U.S.-Iran geopolitical developments that began over the weekend.

Eight Takeaways from the Supreme Court’s Tariff Ruling LPL Research provides up-to-date commentary regarding the Supreme Court's tariff decision.

From Bubble Fears to Disruption Risk: The New AI Market Narrative This week’s Weekly Market Commentary discusses how rapidly shifting Wall Street sentiment has moved from worries about an AI‑driven spending bubble to broader fears of industry disruption and business‑model risk. It highlights how new agentic AI capabilities from major platforms have intensifi...

Kevin Warsh Is Committed to Reigning in Fed LPL Research highlights the investment implications of Fed Chair nominee, Kevin Warsh.

Dueling Mandates: The Fed’s Policy Caution and Treasury’s Growing Borrowing Needs The commentary outlines how the Federal Reserve’s cautious policy stance and the Treasury’s rising short‑term borrowing needs are creating a more volatile interest‑rate backdrop. With a new Fed Chair nominee, elevated deficits, and increasing reliance on Treasury bills, investors may want to...