Rearview to Windshield, January 2026
Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple...
The Market In Pictures, January 2
Happy New Year. As we turn the page to 2026, the market landscape is a study in contrasts. Consumers who feel poor, but spend big. A tech sector that has reached a historic...
Around the Bond Market, December 2025
On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this...
The Market In Pictures, December 26
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from a good run to playing catch-up,...
Time
When I was a kid, I assumed tomorrow would look like today. Mom, Dad, and my brothers all together under one roof. Sure, I thought about the future, but I just kinda thought...
The Market In Pictures, December 19
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from manager struggles to large cap...
Unbundling Aggregate Bonds: How a 0.2% Allocation May Be Costing Your Clients Thousands
Back in February, we wrote about a common tax mistake investors make with their fixed income allocations: ignoring the state tax benefits of Treasuries. A simple breakout of...
The Market in Pictures, December 12
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and...
December FOMC: A Holiday Treat
The FOMC release was less hawkish than feared (milkshake) with a dovish presser (cherry on top). We view December 10th's move as a risk management cut given a slowing job...
The Market in Pictures, December 5
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rotating leaders to strong earnings,...
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