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Category:
Economic/Market Commentary
Market Commentary: The “K” Divide
January 22, 2026
Market Commentary: Paint-by-Numbers
December 9, 2025
Market Commentary: Calm Amid Chaos
June 18, 2025
Market Commentary: Wait and See
May 14, 2025
Market Commentary: Gambit
April 7, 2025
The Old Fashioned: January 2025
By
Trevor Isham, Partner, Senior Wealth Manager
January 23, 2025
Market Commentary: Vibes
January 15, 2025
Market Commentary: Red
December 10, 2024
2024 Election: Where to From Here?
November 6, 2024
Market Commentary: The American Dream
November 4, 2024
Market Commentary: Rate Cuts and Deficits and Elections, Oh My!
October 16, 2024
Market Commentary: Those Lazy-Hazy-Crazy Days of Summer
September 12, 2024
Market Commentary: Passing the Baton
August 15, 2024
Market Commentary: Status Quo
July 16, 2024
Market Commentary: Power Play
June 18, 2024
Trendspotting in Personal Finance
By
Trevor Isham, Partner, Senior Wealth Manager
May 20, 2024
Market Commentary: Policy Tug of War
May 15, 2024
Investor Behavior
By
Brian Klein, CWS, CFP
May 3, 2024
Market Commentary: A New Bull’s Eye
April 22, 2024
Market Commentary: Navigating the Bull
March 13, 2024
Market Commentary: The Size Divide
February 14, 2024
The Old Fashioned
By
Trevor Isham, Partner, Senior Wealth Manager
January 24, 2024
Market Commentary: Balancing Act
January 16, 2024
A Look into Inflation: What to Know About Recent Trends
By
Ann Guntli, CFA®, Partner, Portfolio Manager, Connor Fox, Investment Analyst
October 19, 2023
Market Insight: Positioning Bond Portfolios After a Credit Downgrade
August 15, 2023
Update on Impact of Recent Bank Failures
March 20, 2023
Inflation and the Money Illusion
March 20, 2023
Volatility: From the Pandemic to War and Inflation
April 20, 2022
Post-Pandemic Recovery: Build Back Better Plan & Potential Tax Implications
By
Ann Guntli, CFA, Portfolio Manager
June 29, 2021
