The Diverging Paths of the US Consumer
By Kyle Bergacker, CFA® The US consumer remains central to economic momentum, yet the picture today is more complicated than a single data point or trend can capture. While overall spending…
November Volatility Instead of October
By Keith Gangl October is known for volatility, but this year that wasn’t the case, as turbulence seems to have shifted into November. The stock market managed to sidestep the historically…
Demystifying Alternative Investments
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling…
September Surprise
By Keith Gangl Historically, September has been the worst month of the year for the stock market, as measured by the S&P 500. After a weak start to the month,…
Don’t Fight The Fed
By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…
August Makes Four in a Row
By Keith Gangl The US stock market finished in positive territory in August, with the S&P 500 posting a 2.02% gain to extend its winning streak to four consecutive months. This…
The Optimist’s Case
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
July Continues Market’s Winning Ways
By Keith Gangl, CFA® The stock market’s second half began where the first half ended with continued strength and continuing its winning ways. The S&P 500 gained 2.24% in July while…
US Labor Market: Balancing Growth and Uncertainty
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market has…
Markets Set Record Highs
By Keith Gangl The first half of 2025 is now in the books, and it proved to be a memorable period for investors. As June ended, the stock market, as…