Article Are Stocks Overpriced? August 7, 2023 In light of the S&P 500 index’s compelling bull market performance, it would be understandable to ask: Are stocks overpriced?Read Morekeyboard_arrow_right
Article What Is ESG Investing? August 2, 2023 What is ESG investing? It’s all about making a positive impact with your investments and aligning your portfolio with your values.Read Morekeyboard_arrow_right
Video Third Quarter 2023 Market Outlook By Tim Clift — August 1, 2023 Chief Investment Officer Tim Clift shares his expert perspective on the markets and trends that matter to you.Watch Nowkeyboard_arrow_right
Article AI Dominates the Investment Scene By Tim Clift — July 24, 2023 As Hollywood writers and actors take to the picket lines, artificial intelligence (AI) is having its 15 minutes of fame.Read Morekeyboard_arrow_right
Article Hike, Pause or Cut? Preparing for the Fed’s Next Move June 27, 2023 Bond traders are already betting on several Fed policy moves to lower rates starting this fall. Read more here.Read Morekeyboard_arrow_right
Article The ‘Magnificent Seven’ Make This Bull Market Different By Tim Clift — June 13, 2023 The “concentrated markets” trend is still in play. Let’s review what’s going on under the surface of this bull market.Read Morekeyboard_arrow_right
Article The Advantages (and Risks) of Master Limited Partnerships June 2, 2023 Let’s take a look at the potential advantages (and risks) of master limited partnerships.Read Morekeyboard_arrow_right
Article The End of Interest-Rate Hikes: Are We There Yet? By Chris Keith — May 11, 2023 Curious bond investors everywhere want to know: Are we there yet? “There” refers to the end of the Federal Reserve’s interest-rate-hiking cycle. It’s not a certainty, but our view is that the Fed is on the cusp of shifting policy. The economy may be weakening, which supports this view. Softening data … Read Morekeyboard_arrow_right
Article Are Insurance Companies at Risk? April 3, 2023 We’ve fielded questions about insurance companies and annuity providers; we believe the banking crisis has been largely contained.Read Morekeyboard_arrow_right
Video Steve Johnson: Is the Banking Crisis Contained? By Stephen Johnson — March 29, 2023 Partner and Wealth Advisor Steve Johnson dives into the aftermath of the Silicon Valley Bank (SVB) collapse and the ensuing banking crisis.Watch Nowkeyboard_arrow_right