“The biggest thing I see in the bond market…is the lack of ability of bonds to really serve a big purpose in client portfolios other than short-term liquidity needs”

by Marketing | Jun 12, 2026 | Market Notes, Media Notes

Stocks and Bonds Are Moving Together. That’s Bad News for Your Portfolio.

“The tech rally still has room to run despite recent dips”

by Marketing | Jun 6, 2026 | Market Notes, Media Notes

Wagner: Dip Buying Opportunities in NVDA, MSFT, AMZN as Big Tech Pulls Back

“Costco’s latest earnings report is a classic reminder that even Wall Street’s absolute darlings aren’t immune to their own sky-high expectations”

by Marketing | Jun 1, 2026 | Market Notes, Media Notes

Dell Earnings Drive Tech Stocks Higher: Stock Market Today

“You’re going to see the discretionary names run as a first knee-jerk reaction to a lot of this news, which can drive the market higher”

by Marketing | May 28, 2026 | Market Notes, Media Notes

S&P 500 rises on report negotiators have reached deal to extend Iran ceasefire, but traders wary: Live updates

“Bonds aren’t going to necessarily hedge your portfolio when inflation is high and volatile”

by Marketing | May 28, 2026 | Market Notes, Media Notes

Inflation challenges US Treasuries’ traditional role in portfolios

“Warsh inherits the highest 10-year Treasury note yield (4.56% as of the May 22 close) of any Fed Chair since 1987”

by Marketing | May 26, 2026 | Market Notes, Media Notes

Investors send a bold Fed rate-cut signal to new Fed chair