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November 21, 2024
Positive Flows into Equities Accelerate After the Election
With the election now two weeks behind investors, data on fund flows shows the removal of election uncertainty is leading to a pick-up in the level of…
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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
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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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