Our Blog

Markets faced uncertainty heading into the election, we share our take and thoughts on the outcome.

The Fed cut rates and markets responded in September, we share our recap.

Markets recovered from an early August sell-off, but September is off to a similarly volatile start. We share our take.

Markets rose in July but there was a change in leadership, we share our thoughts.

Markets were up in aggregate in June but the gains were not widespread as a handful of large companies were responsible for the rally. We share our take.

Markets rose in May, we share our latest thoughts.

Markets continued to climb in February. Click here to read more.

Markets rallied into year-end as the Fed signaled a change in policy on the horizon. Click here to read our take.

Longer-term interest rates spiked in September, we share our take on the month.

Markets were weak in August as rates rose. We share our take on the month.

Markets continued to recover in June, we share our thoughts.

Market leadership narrowed further in May, we share our take.

Despite bank turmoil, markets had a decent March. We share our take.

Markets started the year off well, but all eyes are on the Federal Reserve. We share some thoughts.

Santa brought stock market investors coal this December. We share our take.

The Secure Act 2.0 has been signed into law. We highlight some key provisions & planning considerations.

Markets recovered some of their year-to-date declines in November, we share our take on the current environment.

Equity markets recovered some in October, bond markets were mixed. We share our take on the goings on.

August started out as a continuation of July, but Fed hawkishness helped reverse the trend.

Markets rebounded in July, we share our take on the incoming inflation data.