Insights

2nd Quarter Recap & 3rd Quarter Outlook

AI and Geopolitics Continue to Drive Markets

Stocks Set New Highs as Geopolitical Tensions Ease

1st Quarter Recap & 2nd Quarter Outlook

Software Stocks and AI Disruption

Market Leadership Broadens as Rotation Continues

Stocks Trade Higher as Market Leadership Broadens

Bonds Are Starting to Act Like Bonds Again

4th Quarter 2025 Recap & 1st Quarter 2026 Outlook

Is it Time to Rebalance Small Cap Exposure

S&P 500 Sets 36 Record Highs in 2025

Stocks Hit New Highs

Mixed Signals with Consumer Confidence

Navigating Corporate Bond Trade-Offs

Stocks Trade Higher as Federal Reserve Signals Rate Cut

How Withdrawal Rates Impact Your Portfolio in Retirement

Stocks Trade Higher on Strong Q2 Earnings & Trade Deals

How AI is Powering a New Investment Cycle

2nd Quarter 2025 Recap & 3rd Quarter Outlook

Reflecting on the YTD Market Volatility & Recovery

The Difference Between Soft and Hard Economic Data

Rising Policy Uncertainty Leads to Market Volatility

Making Sense of the Tariff Announcement

Understanding the Current Market Selloff

The Market Navigates Economic & Policy Uncertainty

2025 Interest Rate Outlook

Stocks Rally as Market Leadership Shifts in Early 2025

4th Quarter 2024 Recap & 1st Quarter 2025 Outlook

S&P 500 Sets More Than 50 New Highs in 2024

Stocks Trade Higher as Market Reacts to Election Results

Early Post-Election Takeaways: Comparing 2024 to 2016

Treasury Yields Rise Following the Fed’s Rate Cut

Uncharted Territory: Understanding This Economic Cycle

3rd Quarter 2024 Recap & 4th Quarter Outlook

Investing Based on Politics is a Bad Idea

Federal Reserve Set to Begin Cutting Interest Rates

Market Volatility is the Price of Admission for Investing

The Stock Market Experienced a Big Rotation in July

Can the S&P 500 Maintain its 2024 Momentum?

2nd Quarter 2024 Recap & 3rd Quarter Outlook

How Nvidia is Shaping the S&P 500’s Performance in 2024

Global Markets Trade Higher After April Sell-Off

An Updated Timeline on Expected Interest Rate Cuts

Rising Treasury Yields Cause Stocks & Bonds to Fall

Rising Manufacturing Orders Signal Future Economic Growth

1st Quarter 2024 Recap & 2nd Quarter Outlook

Stocks Trade Higher as the Rally Broadens Out

Why Hasn’t the Unemployment Rate Risen Further?

Stock Market Indices Set New All-Time Highs In January

4th Quarter 2023 Recap & Early 2024 Outlook

Why Higher Interest Rates Haven’t Impacted the Economy Yet

S&P 500 Registers Big Gain in November

Stocks & Bonds Trade Lower as Interest Rates Rise

Lesson on Diversification

Key Updates on the Economy & Markets

Interest Rates Could Remain High Heading Into 2024

Stocks Trade Lower in August as Interest Rates Rise

Exploring a Key Indicator of U.S. Consumer Health

S&P 500 Nears All-Time High

Financial Markets Rebound in the First Half of 2023

The Cost of Renting vs Buying in Today’s Market

Stocks Diverge, Yields Rise, & Artificial Intelligence Gains Traction

Q1 2023 Earnings Season Recap

Consumers Remain Resilient as the U.S. Economy Slows in Q1

Fewer Shipping Containers Arriving at U.S. Ports

Financial Markets Start 2023 Strong but End the First Quarter on a Question Mark

Reviewing the Recent Bank Failures