Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

April Market Commentary: A Shock to the System: Tariffs, Stagflation, and Market Corrections

March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from ...

April Market Commentary: A Shock to the System: Tariffs, Stagflation, and Market Corrections

March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from ...

Tariffs, Inflation, and Taxes: Where’s the Balance?

February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or ...

Tariffs, Inflation, and Taxes: Where’s the Balance?

February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or ...

February Market Commentary: A New Administration Gets Down to Business

January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway ...

February Market Commentary: A New Administration Gets Down to Business

January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway ...

January Market Commentary: Seems Like Old Times?

December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic ...

January Market Commentary: Seems Like Old Times?

December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic ...

December Market Commentary: A New Regime Comes Into Focus

November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming ...

December Market Commentary: A New Regime Comes Into Focus

November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming ...

November Market Commentary: A Historic Election Removes Some Uncertainty

October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. ...

November Market Commentary: A Historic Election Removes Some Uncertainty

October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. ...

October Market Commentary: A Volatile Start to the End of the Year?

September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed ...

October Market Commentary: A Volatile Start to the End of the Year?

September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed ...

Bulls, Bears, and Ballots: How Politics Influence Markets and Why You Should Stay Focused on the Long-Term

Introduction: A Common Concern for Investors As elections and political events unfold, it’s natural for investors to question how these changes may affect their financial ...

Bulls, Bears, and Ballots: How Politics Influence Markets and Why You Should Stay Focused on the Long-Term

Introduction: A Common Concern for Investors As elections and political events unfold, it’s natural for investors to question how these changes may affect their financial ...

September Market Commentary: The Finish Line or the Starting Gate?

August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding ...

September Market Commentary: The Finish Line or the Starting Gate?

August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding ...