by Eric Wyss | Aug 13, 2024 | Client Communication
It is Time to Start Preparing for Back to School! As we prepare for the start of a new school year, it is the perfect time to review and reassess...
by Nasser Ali | Aug 8, 2024 | Client Communication, Our Insights
Where are bonds going? That is a question on many minds, professional and amateur alike. Bond performance for the last couple of years have given...
by Nasser Ali | Aug 2, 2024 | Client Communication, Our Insights
A-Ouch. Don’t look now, but Artificial Intelligence (AI) investing has hit a hiccup. ETFs oriented towards the AI theme (Roundhill Generative AI...
by Nasser Ali | Jul 26, 2024 | Client Communication, Our Insights
Are we watching a Hollywood movie? The dramatic political swings seem ripe for a bucket of popcorn in a dark theater. A polarized electorate,...
by Nasser Ali | Jul 19, 2024 | Client Communication, Our Insights
Inflation, Inflation, Inflation. That’s been the talk of the town for over three years. Inflation sprang from post-COVID supply chain disruptions as...
by Nasser Ali | Jul 12, 2024 | Client Communication, Our Insights
Pause. After an 18-month surge for most asset classes, the second quarter was marked with less than stellar returns. The primary impetus was The...
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