Recent News and Insights
Market Commentary: August 27, 2026
Last week’s earnings results from several major retailers gave an important fresh look into how U.S. consumers may be feeling—and spending. The major retailers generally confirmed the view of steady consumer spending, reporting solid results. However, as expected, there were some signs of consumers becoming more cautious.
Consumers are still begrudgingly spending more money as inflation rises
MSN - Hank Smith, Director and Head of Investment Strategy, was quoted in an [...]
Hank Smith Lays Out Expectations for Thursday’s PCE Report
New York Stock Exchange - Hank Smith, Director and Head of Investment Strategy, joined [...]
One hundred days into the Trump administration many investors are feeling bruised and battered. Those hoping for a focus on regulatory rollback and tax reforms have instead endured the upending of trade policy and verbal barbs aimed at the Federal Reserve Chair.
The top corporate brands in the world are a who’s who of multinational corporations with loyal customers built across years of successful innovation and customer service. Warren Buffet compares a strong brand to a moat around the business, keeping rivals at bay.
On April 7, 2025, we hosted a call to address our clients' frequently asked [...]
In 2017, Trump Administration 1.0 policy commenced with bullish regulatory roll-back and tax reform, [...]
Charitable giving is more than a financial decision—it’s a reflection of your values, your [...]


