Invest with an advisor that does the math.

Consumer Staples ($XLP) led today's sector rotation with a 0.8% gain, suggesting investors are favoring stability amid current market conditions. Industrials ($XLI) and Health Care ($XLV) followed closely behind, both up 0.5%, showing resilience in defensive and cyclical areas. Discretionary ($XLY) and Financials ($XLF) were also positive, each gaining 0.4%. Meanwhile, Energy ($XLE) and Technology ($XLK) saw modest to flat performances, and Communication Services ($XLC) dipped slightly. This rotation hints at cautious optimism, with a tilt towards sectors offering reliability and moderate growth potential.

The 10-year Treasury yield reaching a 19-year high is a crucial signal for markets. With rising yields, investors may look at bond opportunities, impacting equities like $SPY and $QQQ. This shift could reprice risks as higher borrowing costs usually impact growth stocks. Keep an eye on how this affects $TLT and other fixed-income assets. Meanwhile, geopolitical tensions with China and Iran may influence markets, notably impacting sectors related to international trade. As always, watch these macro drivers closely as they significantly affect market dynamics.

A quiet, constructive session across the income names today. $PEP led the pack, up 1.1%, a welcome bounce for a stock that's tested patience lately. $PG firmed 0.4%, while $O, $T, and $XOM edged higher on modest volume. $JNJ dipped fractionally, nothing that dents a decades-long payout record. For long-horizon income holders, days like this matter less than the reliability of the checks that keep arriving. Reinvested dividends compound quietly in the background, indifferent to the daily tape. Steady hands stay focused on the coupon, not the ticker.

Recent insider buys caught our eye: $DKS saw 6 insiders purchase over $5 million worth of shares, signaling confidence. $HHH had 2 insiders buy over $1.6 million, while $GAM saw 5 insiders invest around $672,290. $DY insiders combined for over $551,000, and $OXM insiders stepped in with $203,373. Finally, $ALP insiders put in $238,486. Insider buying like this can point to optimism about a company's future, though it's just one factor to consider among many in analyzing stock potential.