Posts
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Video: Economic Flash February 2025
February 5, 2025
Video: Economic Flash February 2025
What’s we’re watching closely as this volatile year unfolds. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: Vigilance amid Volatility
February 5, 2025
Economic Flash: Vigilance amid Volatility
Amid the deluge of news and U.S. policy uncertainty, perspective is everything.
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Video: Economic Flash January 2025
January 6, 2025
Video: Economic Flash January 2025
Why 2025 calls for common sense portfolio strategies. By David Baker, Senior Director, Investment Strategy and Communications
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Economic Flash: Capitalizing on Change
January 6, 2025
Economic Flash: Capitalizing on Change
While there is data to support another potentially rosy year for the markets, we present a handful of considerations that give us pause.
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Video: Economic Flash December 2024
December 4, 2024
Video: Economic Flash December 2024
How we’re managing risk as markets soar to new highs. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: U.S. Equities Cheer Less Regulation, Lower Taxes
December 4, 2024
Economic Flash: U.S. Equities Cheer Less Regulation, Lower Taxes
With stock prices at record levels, the most attractive strategies on a risk-adjusted basis are those that help diversify the public equity component of portfolios.
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Video: Economic Flash November 2024
November 6, 2024
Video: Economic Flash November 2024
What we saw from the markets in October and what we’re watching post-election. By David Baker, Senior Director, Investment Strategy and Communications.
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Economic Flash: The Fed and China Boost Global Markets
October 2, 2024
Economic Flash: The Fed and China Boost Global Markets
Whether U.S. stocks finish 2024 at new record highs depends on certain key risks unwinding in October and November.
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The Case for Private Market Investments
September 10, 2024
The Case for Private Market Investments
As wealth advisors, we are continually aiming to expand the opportunity set for clients, meaning finding and proposing investments that offer atypical sources of return. Incre