Market Commentary

U.S. Monetary Policy: Massive and Dominant

U.S. monetary policy is more active than ever, with the Federal Reserve exerting considerable influence on the global financial and economic environme...
Read More
Manage Wealth

3 Pillars for a Happy Retirement

What do a fitness tracking device, a budget, and an appointment calendar have in common? They are all tools to motivate you and monitor your progress ...
Read More
Market Commentary

Quarterly Insights: January 2022

Looking back on the past year from an economic and investment perspective, 2021 provided robust economic growth and strong gains in the U.S. stock mar...
Read More
Market Commentary

Searching for Opportunity

As we approach year-end, it’s natural to reflect on the investment year that was and, more importantly, consider where to find investment opportunitie...
Read More
Manage Wealth

Different Ways to Give

Philanthropy is top-of-mind for many of our clients during the holiday season. In this theme, we are pleased to republish an article that Ken Dike, ou...
Read More
Market Commentary

Quarterly Insights: October 2021

The U.S. economy continues its recovery from early 2020. However, economic indicators point to a slowing rate of growth. Estimates for annual GDP grow...
Read More
Market Commentary

Long Day’s Journey into Night

Two features define the current economic and financial market backdrop. The first and most obvious is the significant increase in government involveme...
Read More
Grow Wealth

Does Cryptocurrency Belong in Your Portfolio?

Cryptocurrencies have entered the mainstream. What began as a white paper written by the mysterious Satoshi Nakamoto in 2008, titled “Bitcoin: A Peer-...
Read More
Market Commentary

Quarterly Insights: July 2021

Here comes the sun. Across the country, Americans are enjoying summer and the relaxation of Covid restrictions. The optimistic mood extends to very po...
Read More
Market Commentary

A Playbook for Unprecedented Times

Take yourself back to 2019 when the year was drawing to a close. Imagine being told: 2020 will be the year when our hospitals will be overwhelmed, off...
Read More

Stay Connected