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This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/4B7NSms

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4i20nbr

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4rBfg80

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/46EmEG1

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



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Learn more https://bit.ly/4rcDvJC Your business may be one of your greatest assets. I can help you explore strategies fo...
09/11/2026

Learn more https://bit.ly/4rcDvJC Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future.

Learn more https://bit.ly/4yyCON9 I can help you explore key considerations that come with executive compensation and co...
09/10/2026

Learn more https://bit.ly/4yyCON9 I can help you explore key considerations that come with executive compensation and complex wealth.

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/4cxv1GJ

https://bit.ly/3UGOKh3 Leaving a business you’ve built is a major financial and personal decision. I can help you plan f...
09/08/2026

https://bit.ly/3UGOKh3 Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals.

https://bit.ly/4xLBypQ From equity awards to diversification, I can help you make the most of your executive compensatio...
09/07/2026

https://bit.ly/4xLBypQ From equity awards to diversification, I can help you make the most of your executive compensation strategy.

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