April 22, 2026
“Life Happens….What Now?”
As we enter earnings season, much of our professional focus turns to portfolio positioning and what we should own within our models at Strong Tower.
Read on SubstackMarket Insights
Wednesday Weekly Newsletter
Stay informed with our weekly market commentary, economic analysis, and timely insights delivered every Wednesday to help you navigate the financial landscape.
Recent Newsletters
Catch up on our latest weekly market commentary and insights.
April 15, 2026
A Lesson from Azelea: It's Never All Roses
As a reminder, at Strong Tower, we utilize both fundamental and technical data in the management of our clients’ portfolios. We use the services of Dorsey Wright & Associates, for some of our research, charting, market commentary and thought leadership. On that note, there was a great article this past week regarding the Masters. I would like to share that article with you.
Read on SubstackApril 8, 2026
What Drove Q1 Weakness?
Broad U.S. equities had their worst quarter since 2022. Growth, particularly in the technology sector (NASDAQ) was hit hardest. Blue-chip and value stocks (Dow) held up relatively better.
Read on SubstackApril 1, 2026
How long do we ride this downturn?
I am always appreciative and thankful for feedback and questions from clients and/or prospective clients. I thought this question was important enough to include in this week's Newsletter and expand on more of the processes utilized here at Strong Tower Wealth Management: "How long do we ride this downturn? Should we move to cash and re-enter when the market starts trending upward again?"
Read on SubstackMarch 25, 2026
Planning for the Next Market Downturn
Investors should understand how their advisor plans to respond during the next market downturn. Markets are inherently unpredictable and can remain irrational for extended periods, which requires preparedness. It requires engagement and oversight. As the British economist, John Maynard Keynes said, "Markets can remain irrational longer than investors can remain solvent", underscoring the importance of adaptability.
Read on SubstackMarch 18, 2026
March Madness: Bracketology, Relative Strength, and the Pump Fake
I played basketball in high school and was fortunate enough to attend college on a basketball scholarship. With the NCAA basketball tournament beginning, this week is one of my favorite times of the year for watching sports. Ironically, some of the "coaching" I received on the court, applies directly to what I do today.
Read on SubstackMarch 11, 2026
March Madness — Don't Go for the Pump Fake!
Market update covers major index performance and current model allocation. The featured insight previews next week's topic: why investors should avoid the 'pump fake' when markets make unexpected moves a timely lesson as March brings volatility.
Read on SubstackMarch 4, 2026
Geopolitics, Tariffs, and a Potential Fed Pivot
Markets opened the week under pressure as escalating tensions in the Middle East, renewed tariff uncertainty, and shifting expectations around Federal Reserve rate cuts stirred volatility. With March historically one of the most unpredictable months for markets, investors may be entering a period where discipline and positioning matter more than ever.
Read on SubstackFebruary 25, 2026
No Major Update This Week — Markets Hold Steady
Markets continued to navigate a period of relative stability this week, with no major shifts in economic data or policy developments. As investors wait for the next wave of market-moving information, maintaining a disciplined investment approach remains key while monitoring evolving economic and market conditions.
Read on SubstackFebruary 18, 2026
AI Spending, Sector Rotation, and Rising Rate Cut Expectations
Massive AI investment from major technology companies is reshaping market leadership, driving capital toward infrastructure sectors like energy, industrials, and materials. At the same time, moderating inflation and growing expectations for Federal Reserve rate cuts are creating new opportunities in fixed income. These shifts are unfolding against a backdrop of volatility clustering — a market pattern that investors should watch closely.
Read on SubstackFebruary 11, 2026
Order, Chaos, and the Reality of Investing
Markets often feel unpredictable, but successful investing requires balancing structure with adaptability. Drawing on the concept of order and chaos, this week's insight explores how disciplined investment processes provide stability while flexibility allows investors to navigate unexpected market disruptions.
Read on SubstackFebruary 4, 2026
Why Investment Process Matters More Than Ever
Nearly every advisor talks about their investment process, but few investors fully understand who is actually making the decisions that impact their portfolios. This week's insight examines why clarity, accountability, and disciplined execution play such an important role in navigating changing market conditions.
Read on SubstackJanuary 28, 2026
Sector Dispersion and What It Means for Investors
While markets delivered solid gains in 2025, not all investments moved the same way. Significant differences in sector performance created a wide gap between winners and losers, highlighting why disciplined sector allocation and active decision-making can play a critical role in long-term investment outcomes.
Read on SubstackJanuary 21, 2026
Understanding the True Cost of Investing
Investment fees often receive little attention during strong market periods, but even small cost differences can significantly affect long-term portfolio growth. This week's insight examines the impact of internal and external management fees and explains why understanding the true cost of investing can play an important role in long-term financial outcomes.
Read on SubstackJanuary 14, 2026
Rebalancing, Target Date Funds, and Portfolio Strategy
Rebalancing is one of the most common portfolio management practices in investing—but is it always the best approach? This week's insight examines how traditional rebalancing works, why many investors rely on target date funds, and how a relative strength strategy may approach portfolio adjustments differently in changing market conditions.
Read on SubstackJanuary 7, 2026
What Do You Own — And Why Does It Matter?
Extended periods of strong market performance can make it easy for investors to overlook the structure of their portfolios. This week's insight explores the importance of understanding what you own, how sector leadership influences performance, and why disciplined portfolio construction can help investors navigate changing market conditions.
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