Recent News and Insights
Market Commentary: October 8, 2025
The S&P 500 hit an all-time high six days into a government shutdown. It seems nothing will slow this market down as long as three critical ingredients are in place: 1) easing monetary policy, 2) strong earnings growth, and 3) AI optimism. At least for now, weaker employment data, geo-politics, and weak consumer sentiment just doesn't matter.
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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 [...]
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 [...]
