by Shauna Newton | Jun 5, 2026 | Market Commentary
Author: Davis Finke, CFA With earnings season now in the rearview, economic data releases — particularly those centered on employment — have been the main focus for investors this week. This week’s data was broadly consistent with other recent indicators pointing to a...
by Shauna Newton | May 15, 2026 | Market Commentary
Author: Davis Finke, CFA On Wednesday, Kevin Warsh was confirmed by the U.S. Senate as the next Federal Reserve chair, succeeding Jerome Powell. Warsh previously served on the Federal Reserve Board of Governors from 2006 to 2011 and has since been vocal about his...
by Shauna Newton | May 11, 2026 | Market Commentary
Author: Davis Finke, CFA Markets remain highly sensitive to headline risk surrounding the Iran conflict, with sentiment continuing to swing as developments unfold. But despite that volatility, equities pushed to new record highs on Friday, underscoring how supportive...
by Shauna Newton | Apr 24, 2026 | Market Commentary
Author: Davis Finke, CFA This week, the S&P 500 and Nasdaq reached new record highs, suggesting investors are reassessing the potential impact of the conflict in Iran on the U.S. economy. With the ceasefire extended, near-term geopolitical risks have eased. While...
by Shauna Newton | Apr 8, 2026 | People & Culture
Behind every client relationship is a team of experienced advisors dedicated to thoughtful, well-coordinated guidance. Our advisors include attorneys, CFP® professionals, and CFA® charterholders, offering integrated expertise across financial planning, estate...