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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/4ztkeGG

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/4hpXDEI

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/47p4Sqs

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/4hp9nWJ

We are in our final week of overcoming fears and phobias: Have regular financial check-ins. Ever notice that anxieties ...
09/16/2026

We are in our final week of overcoming fears and phobias:
Have regular financial check-ins. Ever notice that anxieties have a habit of feeling a lot bigger when we keep them to ourselves? If money fears have you worried or acting in ways that make you feel uncomfortable, bring them up when you meet with your advisor to review your financial situation. They can provide you with facts that
can help you see whether your concerns are valid or you’re fretting over nothing.

We hope that you and the people you care about don’t approach issues related to money with a deep sense of fear, anxiety or dread. But if you find that dealing with finances spikes your blood pressure or causes you to act irresponsibly, know that there are people you can reach out to for help who can give you strategies aimed at empowering you to cope and overcome the hurdles in front of you — and, in doing so, develop a healthier relationship with wealth.

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.



https://bit.ly/46ta9wS

We are in week 3 of overcoming fears and phobias:Align money decisions with your goals. It may be possible to become mor...
09/09/2026

We are in week 3 of overcoming fears and phobias:

Align money decisions with your goals. It may be possible to become more comfortable dealing with money and making financial decisions if you have clear goals that you want your money to help you accomplish. Creating a detailed vision for your retirement, for example, may help you say yes or no to lots of spending, saving and investing questions that arise. If saying yes would help you move closer to that retirement vision, then say yes — and if not, say no and move on.

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/4qXRaUy

Week two in overcoming fears and phobias:It is helpful to learn more about financial topics. Having a better understandi...
09/02/2026

Week two in overcoming fears and phobias:

It is helpful to learn more about financial topics. Having a better understanding of financial issues that cause you discomfort can be a great way to reduce the fear you feel about them. That doesn’t mean you need to go for a Ph.D. in finance, of course. Rather, depending on what makes you anxious, become more informed about how financial markets work, the percentage of time stock prices rise versus fall or the likelihood that your current wealth will see you through your retirement. Financial literacy classes aimed at adults are becoming increasingly common. And trusted financial advisors can be an excellent resource here, as they can provide you with general financial knowledge and answer your questions. They can also give you important context if, say, rapidly falling stock prices have you in a panic.

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4yc8Iyv

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