Explore our recent insights.

Articles of Interest

Recent inflation data has tempered expectations for future Federal Reserve tightening, including a potential peak in […]

November 22, 2022

The growth vs. value debate has been pretty one-sided in 2022, with value outperforming growth for […]

November 15, 2022

Midterm elections are upon us, with Election Day on Tuesday. Republicans are strongly favored to win […]

November 08, 2022

With a series of important economic indicators suggesting the economy is declining and inflation is finally […]

October 31, 2022

If the U.S. economy enters a recession, the causes and potential outcome will be hotly debated. […]

October 26, 2022

Expectations are very low for this earnings season. The challenges are many, with intense cost pressures […]

October 18, 2022

As Federal Reserve (Fed) officials continue to emphasize the Fed’s commitment towards restoring price stability, the […]

October 11, 2022

Is your bottom line where it should be?

Contact us for a performance review, and get a better understanding of what your portfolio’s structure, tax and risk exposure are costing you.