The Market in Pictures, January 17

by | Jan 17, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Joseph: The rate of...

The Market in Pictures, January 10

by | Jan 10, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   John Luke: As everyone...

The Market in Pictures, January 3

by | Jan 3, 2025 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Derek: The trend remains your friend—history shows that when the S&P 500 is above its 200-day moving...
Impact Series HNW Allocations

Impact Series HNW Allocations

by | Jan 3, 2025 | Fact Sheets, Most Read

Multi-manager portfolios designed to help clients stay invested through the ups & downs of market cycles. The HNW models build around ETFs but include a sleeve of 15 equities that we believe can add both compounding and tax harvesting opportunities. Aptus Impact...