Q3 2024

With the elections now behind us, we are faced with determining campaign rhetoric versus actual policy—no easy exercise. While we don’t have an exact roadmap, we have a high-level expectation of what’s ahead.

Q2 2023

The overall investment and economic landscape remain heavily influenced by two major trends: the daily news cycle from Washington and…

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Q3 2023

Financial markets continued to pose challenges in Q3 with high consumer debt, instability in the Middle East, and interest rate…

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Q4 2023

Even with the mixed news received in the final quarter of 2023, the stock market did not suffer. However, new…

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