Insights and resources to support your family – today, tomorrow and for generations to come.
Election Results Amplify Tech Concerns
Author: Davis Finke, CFA Equity markets closed out a volatile week following Tuesday’s midterm elections, which resulted in Democrats winning majorities in both the Senate and the House of Representatives. The market’s immediate reaction on Wednesday was positive,...
Yields and Diplomacy Drive Markets
Author: Davis Finke, CFA Diplomacy was in the spotlight this week, with the United Nations General Assembly taking place in New York City...
Markets Navigate a More Hawkish Fed
Author: Davis Finke, CFA On Wednesday, the Federal Open Market Committee (FOMC) voted unanimously to increase interest rates by 25 basis...
Persistent Inflation Raises Stakes for Fed Meeting
Author: Davis Finke, CFA Friday’s consumer price index (CPI) report for August confirmed that inflationary pressures remain uncomfortably...
Resilient Labor Market Keeps Fed in Focus
Author: Davis Finke, CFA Following Fed Chair Kevin Warsh’s comments last week that the Fed views labor-market conditions as consistent...
Tech Earnings Reinforce AI Optimism
Author: Davis Finke, CFA Equity markets posted a strong week following better-than-expected results from NVIDIA and other companies in the...
Rising Yields Put Pressure on Markets
Author: Davis Finke, CFA Bond yields were in the spotlight this week, with the 10-year Treasury yield near its year-to-date high and the...
Markets Balance Cooling Inflation and Iran Risks
Author: Davis Finke, CFA With earnings season largely complete, investors’ focus has shifted back to geopolitics and economic data. This...
Markets Rally as Earnings Strength Offsets Labor Concerns
Author: Davis Finke, CFA August is off to a strong start, with equity markets posting one of their better weekly performances of the...
Corporate Earnings Keep Markets Moving Higher
Author: Davis Finke, CFA After a week marked by periods of heightened volatility, U.S. equity markets finished higher following broad...
Newsletter Signup
Access insights and guidance to help guide your journey.