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Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a shar...
11/11/2026

Last week's market reaction unfolded as a two-act story, with an initial post-election relief rally giving way to a sharp reassessment of the AI theme. As investors shift their focus from AI infrastructure spending to profitability and productivity, market leadership may broaden both within and beyond technology.

In the latest Weekly Market Wrap, Angelo Kourkafas, CFA, Senior Global Investment Strategist, explores what the election results could mean for the next phase of the AI cycle and where opportunities may emerge as the market evolves.

https://bit.ly/3X3lwKp

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing quest...
10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4BkBYpg


A summary of last week's market highlights and economic news.

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to t...
10/23/2026

I can help you explore key considerations that come with executive compensation and complex wealth. Let’s find time to talk through your options.

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-ori...
10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4k67OQo

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

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/4jeouVD

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

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/4i3ltGr

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/03/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Learn more https://bit.ly/4AMnnm8 I can help you explore key considerations that come with executive compensation and co...
10/02/2026

Learn more https://bit.ly/4AMnnm8 I can help you explore key considerations that come with executive compensation and complex wealth.

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