Fundamentally Driven Market Insight

Understanding the markets and how your investments may be impacted by current and future developments is as important as your investment strategy itself.

With that in mind, our seasoned investment team continually monitors market activity, evaluates the true impact on investors, and clearly disseminates the information you need to know to make well-informed investment decisions. 

Available Insights

From new legislation to GDP and earnings numbers—we all see the headlines, but what does it all mean for your assets? Our investment team boils down the most impactful news and trends to help you understand, from a fundamental standpoint, what’s really going on in the market so you can make more informed investment decisions.

Interest Rate & Inflation Update

May 2022

As inflation continues to run rampant, interest rates have begun to rise—for everything and everywhere. In this brief commentary, we take a look at where we stand today, how the Federal Reserve has addressed periods of high inflation in the past, and where we expect inflation and rates to trend in the near-term. 

Economic Dashboard For Financial Advisors

Where does the economy stand today, and where is it heading tomorrow? We monitor a short list of key indicators to provide a snapshot for financial advisors and investors—supported by relevant economic commentary. 

Stay Up To Date

Want to stay up to date with fundamentally-driven market commentary, economic insight, and practice management advice? Sign up to receive regular roundups of content, delivered conveniently to your inbox.