Recent News and Insights
Market Commentary: July 24, 2025
The stock market continues to trade near all-time highs in conjunction with strength in the U.S. economy. Despite persistent concerns about inflation pressures and slowing growth (i.e. stagflation), the data continues to tell a more constructive story— one of cautious optimism and a consumer that remains engaged.
Market Commentary: May 27, 2025
Since the administration capitulated to market forces on April 9th, significant progress has been made in three distinct areas of Trump’s big gamble of imposing wide-ranging tariffs. As of Friday, May 23rd, the S&P 500 has increased by roughly 17% during this period.
Market Commentary: May 13, 2025
The news last week included numerous market-moving events, which appears to be the norm at present. In the midst of this activity we held our 2025 Investors Forum featuring D.C. policy research expert Dan Clifton, Head of Washington Policy Research from Strategas. Dan clarified recent news while sharing his views on the current state of the policy debate in D.C.
On April 7, 2025, we hosted a call to address our clients' frequently asked [...]
The Wall Street Journal - Hank Smith, Director and Head of Investment Strategy was recently [...]
On March 18, 2025, nonprofit professionals from across the Philadelphia region joined us for [...]
In 2017, Trump Administration 1.0 policy commenced with bullish regulatory roll-back and tax reform, [...]
"If your actions inspire others to dream more, learn more, do more, and become [...]
Philadelphia Business Journal - Mike Maxwell, Vice President and Portfolio Manager, has been selected [...]
