Research, Economics & Tax

Middle East Conflict: In Search of Economic and Market Stability

The conflict in the Middle East continues to disrupt commodity and financial markets and cloud the economic outlook....

Read more

Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

Read more

Weekly Strategy Perspectives: Private Credit – Brewing Crisis or Tempest in a Teapot?

Private credit has had a rough go of it lately after an extended period of heady growth and robust investor enthusiasm....

Read more

Weekly Strategy Perspectives: After the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

Read more

Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

Read more

Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

Read more

Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

Read more

Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

Read more

Weekly Strategy Perspectives: Nuggets versus Noise

 Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....

Read more

Why the economy in 2026 will be more resilient than many think

After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....

Read more