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Q3 2023 commentary

2023 3rd Quarter Commentary: “Rising Rates from A to ZIRP”

Recap The third quarter brought back volatility after a first half rebound, with stocks and many bonds giving up some, ...

Markets in 2 Minutes – September 2023

The U.S. has seen a significant surge in credit card debt, surpassing the $1 trillion mark, amidst rising interest rates. ...

Talking About Money: Navigating Wealth Transfers Across Generations

As financial advisors, we have the privilege of working with numerous families, witnessing their triumphs, heartbreaks, milestones, and life transitions. ...

Markets in 2 Minutes – August 2023

In our newest edition of Markets in 2 Minutes, Connor Darrell of the Investment Team discusses a widely covered story ...

Summer 2023 Market Recap & Outlook

“What a difference a year makes.” Tune in to our newest market recap video as our team discusses what’s changed ...

Markets in 2 Minutes – July 2023

As we reach the midpoint of the year, the equity markets have shown impressive returns, yet notable disparities arise in ...

Q2 2023 commentary

2023 2nd Quarter Commentary: “A Welcome Return to Precedented”

It would be avant-garde if we had ChatGPT write this quarterly letter. Alas, we did not. Humans still write this ...

Markets in 2 Minutes – June 2023 v2

Equity markets have produced strong returns year to date, but market leadership has been very narrow. In this edition of ...

Markets in 2 Minutes – June 2023

Commercial real estate has jumped to the forefront of investors’ minds as concerns over rising office vacancies lead to questions ...