Blog

Five Strategies to Improve Your Investing Experience

May 11, 2023

There are numerous investment philosophies, but at the end of the day, almost all investors have a common goal – to have their money work for them and increase their assets. As financial professionals, our goal is to partner with each of our clients on their unique...

Quarterly Economic Update First Quarter 2023

Apr 17, 2023

The first three months of 2023 were a classic example that volatility can be very prevalent in equity markets. Despite a banking crisis, an initial uptick in inflation rates, additional increases in interest rates and economic uncertainty, U.S. equities still managed to end the quarter on a high note.

Weathering Volatility With a Long-term Strategy

Mar 9, 2023

“Market volatility” is the fluctuation of the market, both up and down, and the rate of that change to the equity market’s overall value. The bigger and more frequent the value swings, the more volatile the market.

Quarterly Economic Update Fourth Quarter 2022

Jan 31, 2023

Although the yearly results were discouraging, the fourth quarter of 2022, despite its volatility and uncertainty, brought slight improvements in the U.S. equity markets.

« Older Entries

Next Entries »

Research

Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer | Weekly Market Commentary | July 21, 2025

And while we think the interplay between the good (lower rates) and bad (higher term premium) will persist throughout the rest of the year, given the still resilient economic conditions, we think rates, particularly the 10-year Treasury yield, could drift higher in the near term before ending the year between 4.0% to 4.5%.