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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
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  • Market Commentary
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  • All
  • Articles
  • Market Commentary

Market Commentary 03/12/2024

The Markets The week got off to a good start… In testimony before House and Senate committees, Federal Reserve (Fed) ...

How a Financial Advisor Can Help Lower Your Tax Bill

Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward ...

The Never-ending Pursuit of Money

What would it be like to be ultra-wealthy? Would it mean homes in Hawaii and Paris? Do you envision sailing ...

Market Commentary 03/05/2024

The Markets The bull market is alive and well. “We know what investors are thinking,” reported Jacob Sonenshine of Barron’s. ...

Market Commentary 02/27/2024

The Markets Optimism abounds! Enthusiasm for everything related to artificial intelligence (AI) drove a global stock market rally last week. ...

Market Commentary 02/22/2024

The Markets Don’t fight the Fed. The Federal Reserve (Fed) is the central bank of the United States. A longstanding ...

Market Commentary 02/13/2024

The Markets China is out of favor with investors. For decades, China was among the fastest-growing economies in the world. ...

Market Commentary 02/06/2024

The Markets We’ve been hearing a lot about layoffs. Last week, the January 2024 Challenger Report found that employers based ...

Market Commentary 01/30/2024

The Markets Even better than expected! The United States economy is not performing the way anyone thought it would. Instead ...