Our InsightsCommentary & Media

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September Commentary

Fall is my favorite time of the year! You may be more aware and grateful for the change of the seasons this year. Have you…

Group of people siiting on patio sharing food in the sun.

Mid-Year Market Update: What To Expect In The 2nd Half Of 2022

First Half Recap – What Happened? The first half of the year saw U.S. stocks enter a bear market, with growth expectations resetting to account…

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May Commentary

With the unofficial kick-off to Summer this week, equity markets will see trading volume slow as families hit the road and take well-deserved vacations. But,…

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April Commentary

First Quarter Recap The first quarter of 2021 saw an extension of the reflationary price action from the end of last year, with both stocks…

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March Commentary

As we look forward to the reopening of the economy, we think it is “Time to Go”, time to start planning to be with loved…

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CEO Commentary

What a year you have had! As a client, friend and partner, hopefully this new year of 2021 will be filled with safety, health and…