News & Insights Advisor Perspective Investment Committee Commentary Firm News Accolades November 2024 | Investment Committee Commentary Post-U.S. Elections Takeaways and Implications Read Article → October 2024 | Investment Committee Commentary Why Did 10-Year Treasury Yields Increase After the Initial Fed Interest Rate Cut? Read Article → September 2024 | Investment Committee Commentary After the Fed Rate Cut: Soft vs. Hard Landing Read Article → August 2024 | Investment Committee Commentary Rates are Falling: Should you consider Bonds over Cash? Read Article → July 2024 | Investment Committee Commentary Asset Allocation – Positioning for Rate Cuts Read Article → June 2024 | Investment Committee Commentary Mid-Year Commentary Read Article → May 2024 | Investment Committee Commentary Investing in Emerging Markets Read Article → April 2024 | Investment Committee Commentary Why Did Stocks Pull Back in April? Read Article → March 2024 | Investment Committee Commentary Earnings Growth Is Broadening Outside the Magnificent Seven Read Article → February 2024 | Investment Committee Commentary Investments in U.S. Real Estate Investment Trusts (REITs) Read Article → January 2024 | Investment Committee Commentary Government Debt and the Normalization of Interest Rates Read Article → November 2023 | Investment Committee Commentary Missed Opportunities with Market Timing Read Article → October 2023 | Investment Committee Commentary A Look at Market Valuations Read Article → September 2023 | Investment Committee Commentary Data Driven Markets and Changing Market Forecasts Read Article → August 2023 | Investment Committee Commentary Cash, Certificates of Deposit (CDs) and Fixed Income Investments Read Article → July 2023 | Investment Committee Commentary Fitch Downgrade and the Recent Rally in Equity Markets Read Article → June 2023 | Investment Committee Commentary Mid-Year Commentary Read Article → May 2023 | Investment Committee Commentary Company Size Disparity – Valuations Still Matter Read Article → April 2023 | Investment Committee Commentary U.S. Debt Ceiling Read Article → March 2023 | Investment Committee Commentary Second Quarter Outlook Read Article → March 2023 | Investment Committee Commentary Comments Regarding Silicon Valley Bank and Charles Schwab & Company Read Article → February 2023 | Investment Committee Commentary A Pause in Disinflation Read Article → January 2023 | Investment Committee Commentary Investor Expectations – Out of Step with Federal Reserve Outlook Read Article → December 2022 | Investment Committee Commentary 2022 In Review/2023 Views Read Article → November 2022 | Featured, Investment Committee Commentary Economic Reversals – Hints of a Cooling Economy Read Article → October 2022 | Featured, Investment Committee Commentary Fixed Income Yields Read Article → September 2022 | Investment Committee Commentary Looking Forward Read Article → August 2022 | Investment Committee Commentary Late Economic Cycle Commentary Read Article → July 2022 | Investment Committee Commentary The Recession Debate and Some Rays of Hope Read Article → June 2022 | Investment Committee Commentary Mid-Year Commentary Read Article → May 2022 | Investment Committee Commentary The Risk of Being Out of the Market Read Article → April 2022 | Investment Committee Commentary Intra-Year Market Declines and Recoveries Read Article → March 2022 | Investment Committee Commentary Thoughts on the First Quarter Read Article → February 2022 | Investment Committee Commentary Thoughts on Ukraine Read Article → January 2022 | Investment Committee Commentary Navigating Volatile Markets Read Article → December 2021 | Investment Committee Commentary 2021 Year in Review Read Article → November 2021 | Investment Committee Commentary The Role of Fixed Income in Rising Interest Rate Periods Read Article → October 2021 | Investment Committee Commentary Real Estate Investment Trusts (REITs) Read Article → September 2021 | Investment Committee Commentary Stock Market Declines and Recoveries Read Article → August 2021 | Investment Committee Commentary Investing at Market Highs and Times of Uncertainty Read Article → July 2021 | Investment Committee Commentary, Monthly Economic News Emerging Markets and Chinese Regulation Read Article → June 2021 | Investment Committee Commentary, Monthly Economic News Mid-Year Commentary Read Article → May 2021 | Investment Committee Commentary, Monthly Economic News Thoughts on Inflation Read Article → April 2021 | Investment Committee Commentary, Monthly Economic News The American Jobs Plan Read Article → March 2021 | Investment Committee Commentary, Monthly Economic News Short Term Pains, Long Term Gains Read Article → February 2021 | Investment Committee Commentary, Monthly Economic News Demystifying Cryptocurrency Read Article → January 2021 | Investment Committee Commentary, Monthly Economic News New Year, Same Discipline Read Article → December 2020 | Investment Committee Commentary, Monthly Economic News December 2020 Investment Committee Market Update Read Article →
