Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.

Mike Townsend joins the show to discuss the news out of Washington, the evolving geopolitical landscape, and the market's reaction.

Tax policy may continue to be a factor in the second half of the year, although Congress looks likely to maintain current tax brackets and the muni tax exemption.

We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.

The Senate is getting close to the finish line on its version of the "One Big Beautiful" tax-and-spending bill.

Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.

The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.