Insights
“It is one thing to show a man that he is in an error, and another to put him in possession of the truth.”
- John Locke
Midterms, rates, and the fundamentals that matter
September brought a return of volatility, but closed out another strong quarter for the market. The S&P 500...
Still looking good, but don’t get complacent
“You’ve got to know when to hold ’em, know when to fold ’em”– Kenny Rogers, “The Gambler” There was no shortage of...
Déjà vu on Track
If there are two economic measures which reflect economic macro-trends better than others, they have to be GDP growth...
A new Fed, familiar market dynamics
The S&P 500 finished June down 2.9%, but still closed the second quarter with a very healthy 13% return1. Through...
Don’t worry, be happy? Worry a little, but let the data and facts guide and calm
Less than a month to go before “halftime” in 2026 and, so far, global equity returns are solidly good. The S&P 500...
The sandwich generation
You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment and trying to...
Beneficiaries, titling and real-life risk
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning...
Earnings drive the rally as risks linger
The S&P 500 rebounded sharply in April, rising 10.5% and bringing year-to-date returns to 5.7%. Looking across...
When financial complexity starts working against you
In recent years, the rapid growth of financial tools, financial influencers, investment types, online trading...
Business continuity and wealth preservation
One of the most challenging aspects of a business transition, such as a sale, merger or acquisition, is maintaining...