Santa Delivered
It took nearly two years, but financial markets made it within spitting distance of the S&P 500’s all-time high (set 1/2/22) at…
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Timely market commentary, analysis, and thought leadership to help you stay informed.
Reflection on 2023
Every year we do countless things that fill our hours, days, weeks, months and eventually our entire year. Often, we say where…
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Economic & Market Report: Giddy Yap, Let’s Go
Christmas came early to capital markets on Wednesday. The U.S. Federal Reserve emerged from its latest Open Market Committee meeting on Wednesday…
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Economic & Market Report: ‘Tis the Season
The age-old stock market adage has rang so true over the past year. The notion of “sell in May and go away”…
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Florida Family Fun
There is nothing like a good old fashioned family vacation. The last week of this past October we had just that. We…
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Economic & Market Report: All Things Mid & Small
It has been a November to remember. Following a three-month slide from August to October that saw U.S. stocks decline by more…
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Financial Resolutions When You Don’t Know Where to Start
It is common knowledge that financial literacy is sorely lacking here in the US, especially among younger generations. We take pride in…
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Economic & Market Report: World Make Way
For more than a decade, the U.S. stock market has been the place to be for global equity investors. But as we…
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Economic & Market Report: Savoring the Feast
Capital markets have had a remarkable run in recent weeks. After bottoming at the end of October, the S&P 500 Index has…
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Economic & Market Report: The Running of the Bulls
Just over a week ago, both stock and bond markets were long overdue for a bounce. And bounce they have. Just like…
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