news & insights
As part of our proactive communications to keep you well-informed, we will post news and commentaries here on issues we believe you’ll be interested in. Feel free to contact us to discuss any of these topics.
April 23, 2025 | News
Economy At A Glance 4-21-25
April 22, 2025 | Monthly Reports
Trump-Powell Showdown Triggers Market Sell-off
April 22, 2025 | Week Ahead
Week Ahead: Tough Talk about Tariffs & Taxes Temper Markets
April 14, 2025 | Week Ahead
Week Ahead: Earnings Roll Out Against Continued Backdrop of Uncertainty
April 14, 2025 | News
Market Insights | The Lows Are In, But Volatility to Continue
April 14, 2025 | Monthly Reports
March 2025 Chart Book
April 14, 2025 | News
Economy At A Glance 4-7-25
April 11, 2025 | Monthly Reports
April Corner
April 7, 2025 | Week Ahead
Week Ahead: Which Way Will The Wrecking Ball Swing This Week?
March 31, 2025 | Week Ahead
Week Ahead: Ready or Not…Here Come the Tariffs
March 26, 2025 | News
Economy At A Glance 3-24-25
March 24, 2025 | Week Ahead
Week Ahead: Fed “Well-Positioned” for Uncertainty; Markets Poised for Anything
March 19, 2025 | Week Ahead
Week Ahead: The Month of March: From Betrayal to Madness to Spring
March 19, 2025 | Monthly Reports
March Corner
March 13, 2025 | Monthly Reports
February 2025 Chart Book
March 10, 2025 | Week Ahead
Week Ahead: Tariffs and DOGE Continue to Create Uncertainty, Leading to More Volatility
March 3, 2025 | Week Ahead
Week Ahead: Corrective Conundrum Continues as Tariff Talks Take Toll
February 28, 2025 | News
Economy At A Glance 2-24-25
February 24, 2025 | Week Ahead
Week Ahead: Uncertainty is Certain as Tariffs Troll Global Markets
February 18, 2025 | Week Ahead
Week Ahead: Despite Bluster & Bluff, Markets Stay Bullishly Buoyant
February 18, 2025 | Monthly Reports
February Corner: Secular Bull Market Rides Wave Of Innovation
February 13, 2025 | Monthly Reports
January 2025 Chart Book
February 13, 2025 | News
Economy At A Glance 2-10-25
February 10, 2025 | Week Ahead
Week Ahead: Earnings & Jobs Tie a Bow on 2024 as Trump & Powell Focus on 2025
February 3, 2025 | Week Ahead
Week Ahead: Tariffs Steal Headlines, As Earnings Drive the Markets
January 28, 2025 | Week Ahead
Week Ahead: Golden Age of America to lead to Golden Age of Investing
January 27, 2025 | News
Economy At A Glance 1-27-25
January 21, 2025 | Week Ahead
Week Ahead: New (Old) Presidency Kicks Off with Markets Eager in Their Starting Blocks
January 21, 2025 | Monthly Reports
December 2024 Chart Book
January 13, 2025 | Week Ahead
Week Ahead: Drumbeat of Earnings Season to Set The Tune for the Markets
January 13, 2025 | News
Economy At A Glance 1-13-25
January 6, 2025 | Week Ahead
Week Ahead: Coal in Our Stock-ings Won’t Dampen Optimism for January
January 2, 2025 | News
Economy At A Glance 12-30-24
December 23, 2024 | Week Ahead
Week Ahead: Markets Brightened by Holiday Lights and A Jolly Old Elf Rally
December 18, 2024 | News
Jobs Report Keeps Rate Cut In Play
December 16, 2024 | Week Ahead
Week Ahead: Will The Fed Unwrap An Interest Rate Cut on Wednesday?
December 13, 2024 | Monthly Reports
Like A Bull in a Holiday Shop, Records Break Into the New Year
December 10, 2024 | Monthly Reports
November Chart Book
December 9, 2024 | Week Ahead
Week Ahead: A Potpourri Of Thoughts Approaching The Final Three Weeks Of The Year
December 4, 2024 | News
Dollar Strength Reflects U.S. Economic Trends
December 2, 2024 | Week Ahead
Week Ahead: The Season of Giving Arrives with Market Expectations High
November 25, 2024 | Week Ahead
Week Ahead: Giving Thanks For A Bounty Of Strong Returns
November 20, 2024 | Monthly Reports
Sanctuary Wealth 2025 Year Ahead Report
November 18, 2024 | Week Ahead
Week Ahead: Skeptics Stay Aside! Here Comes A Charging Bull
November 12, 2024 | Monthly Reports
October 2024 Chart Book
November 12, 2024 | Week Ahead
Week Ahead: Trump Roars Back To White House And Markets Echo With Cheer
November 12, 2024 | News
Economy At A Glance 11-4-24
November 4, 2024 | Week Ahead
Week Ahead: Markets Jumpy As Voters Wield Their Ballots & The Fed Wields Its Axe
October 28, 2024 | Week Ahead
Week Ahead: Down To The Wire: Election Steals Spotlight, But Earnings Make Headlines
October 22, 2024 | News
Economy At A Glance 10-21-24
October 21, 2024 | Week Ahead
Week Ahead: Strong Earnings Continue To Satisfy Investors, Driving Markets Higher
October 14, 2024 | Week Ahead
Week Ahead: October May Make Scary Sounds But Consumer Not To Be Spooked
October 9, 2024 | News
Economy At A Glance 10-7-24
October 9, 2024 | Monthly Reports
September 2024 Chart Book
October 7, 2024 | Monthly Reports
October Corner
October 7, 2024 | Week Ahead
Week Ahead: Jobs Jump, Stocks Stack Up, And Here Come Earnings!
September 30, 2024 | Week Ahead
Week Ahead: Big Moves By Fed and China, Plus the Election, All Bode Well for Q4
September 24, 2024 | News
A Short Guide To Elections and the Markets
September 23, 2024 | Week Ahead
Week Ahead: What Me Worry About Inflation? Rate Cut Invites Soft Landing
September 23, 2024 | News
Economy At A Glance 9-23-24
September 20, 2024 | Monthly Reports
August 2024 Chart Book
September 16, 2024 | Week Ahead
Week Ahead: On Your Mark, Get Set, CUT – And The Market Will Go
September 9, 2024 | Week Ahead
Week Ahead: The Bull Bucked Again But Inflation Data May Be Ready to Launch a Rally
September 9, 2024 | News
Economy At A Glance 9-9-24
September 4, 2024 | Week Ahead
Week Ahead: Summer's Over & The Fed is Ready to Get Schooled on Employment Data
August 28, 2024 | News
Economy At A Glance 8-26-24
August 20, 2024 | Monthly Reports
August Corner Special Edition | Energy Sector Outlook: Thrills, Drills, and Windmills
August 16, 2024 | Monthly Reports
July Chart Book
August 14, 2024 | News
Economy At A Glance 8-12-24
August 12, 2024 | Week Ahead
Week Ahead: Back in the Saddle: Is our Bucking Bull Ready to Rally?
August 7, 2024 | News
What Just Happened!? Understanding An Expected Correction in a Secular Bull Market
August 5, 2024 |
Week Ahead: Getting Rate Cuts Just Right - The Market Ponders the Fed's Actions & Timing
July 31, 2024 | News
Economy At A Glance 7-29-24
July 29, 2024 | Week Ahead
Week Ahead: Bucking Continues Along Our Path to Sept Rate Cut & Year-End Rally
July 22, 2024 | Week Ahead
Week Ahead: Biden Won't Run - But the Markets Will, And They Are Bucking Too
July 22, 2024 | News
2024 Mid-Year Market Outlook
July 15, 2024 | Monthly Reports
June 2024 Chart Book
July 15, 2024 | Week Ahead
Week Ahead: Small Caps Have a Moment in the Sun, but Powell Could Feed the Rally Flames
July 15, 2024 | News
Economy At A Glance 7-15-22
July 8, 2024 | Week Ahead
Week Ahead: Election Concerns Grab Headlines But 2Q Earnings Demand The Spotlight
July 1, 2024 | Week Ahead
Week Ahead: Bucking Bull is Poised for the Second Half, Let the Fireworks Begin!
June 25, 2024 | Monthly Reports
May 2024 Chart Book
June 24, 2024 | Week Ahead
Week Ahead: June Ends Up, July Could Be A Downer
June 17, 2024 | Week Ahead
Week Ahead: Market Picnic Serves Up More Record Highs in June
June 13, 2024 | Monthly Reports
June Corner: So Starts The Summer Of Love For All Things AI
June 10, 2024 | Week Ahead
Week Ahead: Jobs Flex as Technology Powerlifts the Markets
June 3, 2024 | Week Ahead
Week Ahead: Equities Correct, Volatility Rises and all that Glitters is...Silver
May 28, 2024 | Week Ahead
Week Ahead: Economic Growth Riding High, NDVA Riding Higher
May 20, 2024 | Week Ahead
Week Ahead: What Me Worry? Inflation Fears Down, Markets Up; Dow Excites
May 20, 2024 | News
Economy At A Glance 8-29-22
May 13, 2024 | Week Ahead
Week Ahead: Signs Point to Sustained Rally; Busy Week for Data & Fed Speak
May 9, 2024 | Monthly Reports
May Corner: April Showers (And Thunderstorms) Give Way to May Flowers
May 6, 2024 | Week Ahead