News and Insights

Timely market commentary, financial education resources, and thought leadership to help you stay informed as an investor.

Recent News and Insights

  • Market Commentary: October 15, 2026

    The U.S. equity bull market just turned four years old. One defining characteristic of this bull market, and of growing concern to many investors, is its lack of breadth. Historically, narrow market leadership has often been viewed as a warning sign, raising concerns that the market’s foundation may be weaker than headline index returns suggest.

  • Market Commentary: September 23, 2026

    The Federal Reserve's latest rate hike was not simply about inflation. Chairman Kevin Warsh’s reputation for independence was also on the line, with some experts calling the Fed’s policy move a “credibility hike.” Without the overwhelming pressure of market expectations, would the Fed still have tightened interest rates?

  • Market Commentary: September 17, 2026

    Markets navigated a difficult week as oil prices surged alongside 10-year Treasury yields. Unfortunately, the view ahead also looks far from smooth sailing. We believe investors should brace for continued near-term volatility as markets confront a number of headwinds, both new and ongoing.

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