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November 19, 2024
Markets in a Minute - Back to Reality
Author: Zac Martin, Investment AssociateWeek Ending November 15th – Back to Reality Consumer…
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November 18, 2024
Valuations Extended But Earnings Growth Accelerating
The S&P 500 Index has enjoyed strong returns in 2023, up over 26%, and year to date in 2024, up over 23%. Earnings growth has been strong up low to mid-teens…
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November 12, 2024
Be Aware of S&P 500 Index Concentration
Recently, a number of mutual fund firms are being forced to amend their prospectus around SEC diversification requirements for some investment strategies like…
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November 11, 2024
Markets in a Minute - Trump Trade
Week Ending November 8th
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November 10, 2024
What a Week for the Markets
The one word that comes to mind following the election last week is WOW! Following last Tuesday's election outcome, it is evident many investors were caught…
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November 6, 2024
November Bridge Series
Join us for the November Bridge Series, where an inspiring panel will share their insights on…
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November 4, 2024
Markets in a Minute - Tricks and Treats
Week Ending November 1st
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October 28, 2024
Markets in a Minute - Electrified
Week Ending October 25th
Markets in a Minute - Electrified Read More
October 22, 2024
Markets in a Minute - Extreme Greed
Week Ending October 18th
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October 21, 2024
Fall 2024 Investor Letter: Broader Participation
Author: David I. Templeton, CFA, Principal and Portfolio Manager Almost any asset class owned by…
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October 15, 2024
Navigating Retirement: Simplifying the Planning Process
Retirement planning often takes a back seat, overshadowed by the immediate demands of…
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October 14, 2024
Markets in a Minute - Inflationary Haunt
Week Ending October 11th
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