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August 4, 2025
Markets in a Minute - BLS-less
Week Ending August 1st; Markets decline as investors process FOMC rate decisions and labor market dramas.
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August 3, 2025
August Market Volatility Returns Amid Payroll Miss and Fed Uncertainty
The month of August is historically a volatile month for the equity market and last Friday's nonfarm payroll report served as a catalyst for a market selloff…
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July 28, 2025
Markets in a Minute - Crazy Train
Week Ending July 25th; Markets continue to steam ahead, chugging to new highs.
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July 27, 2025
S&P 500 Index Buybacks Hit Record
In S&P Dow Jones Indices' most recent report on dividends and buybacks, they note S&P 500 Index buybacks of $293.5 billion set a record for buybacks in the…
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July 24, 2025
Investors Bailing Out of U.S. Stocks?
In the Investment Company Institute's release of weekly fund and ETF flows on July 23, 2025, the report showed a significant outflow in U.S. equities.
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July 21, 2025
Markets in a Minute - The Open
Week Ending July 18th; The S&P 500 continued its DRIVE to new highs.
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July 17, 2025
Summer 2025 Investor Letter
The long-forecasted recession predicted in recent years has not materialized and the resiliency of…
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July 7, 2025
Markets in a Minute - Like a Rocket
Week Ending July 3rd - The S&P 500 closes at all time highs, just in time for the patriotic festivities.
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July 7, 2025
Legacy in Focus: Strengthening Family Ties & Securing the Future
What makes a legacy last? At our recent Private Wealth Strategy Forum: Legacy in Focus, held…
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July 1, 2025
Xavier University Welcomes Terence L. Horan to Board of Trustees
Congratulations to our President and Chief Executive Officer, Terence L. Horan, along with two…
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June 30, 2025
Markets in a Minute - Welcome to Summer
Week Ending June 27th - As temperatures rise across the US, so did markets.
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June 30, 2025
Beyond Public Markets: Real Estate, Venture Capital, and What Today’s Investors Want to Know
Opening the Door to Private Market Conversations As markets evolve and portfolios become more…
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